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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
951
Morse Asset Management
Connecticut
$16.9K +$19K +125 New
SIC
952
Salem Investment Counselors
North Carolina
$16.7K +$18.7K +123 New
BW
953
Bravera Wealth
North Dakota
$16.5K – – –
HHCP
954
Hilton Head Capital Partners
South Carolina
$16.5K – – –
RF
955
Rossby Financial
Florida
$16K +$5.77K +38 +47%
KAS
956
Kemnay Advisory Services
New York
$16K – – –
AWM
957
Abound Wealth Management
Tennessee
$15.5K +$3.65K +24 +27%
WAG
958
Wilkerson Advisory Group
Missouri
$15K +$456 +3 +3%
JWM
959
JPL Wealth Management
Colorado
$14.6K +$16.4K +108 New
FMP
960
Financial Management Professionals
Texas
$14.6K +$2.13K +14 +15%
TGY2IT
961
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$14.2K +$16K +105 New
MCA
962
McGuire Capital Advisors
Oklahoma
$13.7K – – –
MB
963
MidFirst Bank
Oklahoma
$13.7K +$608 +4 +4%
FFC
964
First Financial Corp
Indiana
$13.4K – – –
GWM
965
Geneos Wealth Management
Colorado
$13.4K +$3.8K +25 +34%
CT
966
Colonial Trust
South Carolina
$13.3K -$608 -4 -4%
AFC
967
Ares Financial Consulting
California
$13.2K – – –
AW
968
Avion Wealth
Texas
$13K +$760 +5 +5%
DWM
969
Dogwood Wealth Management
Kansas
$12.9K -$4.71K -31 -25%
MAFA
970
MJT & Associates Financial Advisory
Minnesota
$12.6K – – –
SIM
971
Synergy Investment Management
Florida
$12.1K +$13.5K +89 New
MAM
972
Marquette Asset Management
Minnesota
$11.7K +$6.84K +45 +110%
SEP
973
Signature Equity Partners
Ohio
$11.2K -$760 -5 -6%
TWD
974
True Wealth Design
Ohio
$11.1K +$4.56K +30 +58%
TC
975
Truvestments Capital
Florida
$11K – – –
37 38
39
40 41