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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
976
True Wealth Design
Ohio
$7.99K +$1.7K +11 +28%
PP
977
PFS Partners
New Jersey
$7.72K – – –
HWP
978
Highline Wealth Partners
California
$7.72K – – –
CWA
979
Carolina Wealth Advisors
South Carolina
$7.25K – – –
JGIA
980
Jackson Grant Investment Advisers
Connecticut
$6.93K – – –
MWA
981
Medallion Wealth Advisors
Connecticut
$6.93K +$2.63K +17 +63%
AP
982
Aspect Partners
Virginia
$6.93K +$1.7K +11 +33%
VWWMG
983
Vermillion & White Wealth Management Group
Pennsylvania
$6.78K +$6.65K +43 New
BFS
984
Bare Financial Services
Pennsylvania
$6.62K – – –
OCM
985
Orion Capital Management
California
$6.62K – – –
RF
986
Rossby Financial
Florida
$6.58K +$6.5K +42 New
CFB
987
Cullen/Frost Bankers
Texas
$6.46K – – –
SGK
988
Steigerwald Gordon & Koch
Virginia
$6.46K +$6.34K +41 New
MAM
989
Marquette Asset Management
Minnesota
$6.3K +$6.19K +40 New
FWM
990
FSA Wealth Management
Massachusetts
$6.14K – – –
CCM
991
Cloud Capital Management
Washington
$6K +$6.34K +41 New
CA
992
CoreCap Advisors
Michigan
$5.59K +$1.7K +11 +46%
HIA
993
Harbor Investment Advisory
Maryland
$5.51K +$5.41K +35 New
MSG
994
Main Street Group
Virginia
$5.2K -$4.95K -32 -49%
DPW
995
DiNuzzo Private Wealth
Pennsylvania
$5.19K – – –
HI
996
Hoey Investments
Pennsylvania
$5.04K – – –
KG
997
Kilter Group
New York
$5.04K +$773 +5 +19%
BHWM
998
Beaird Harris Wealth Management
Texas
$5.04K +$1.08K +7 +28%
ACM
999
Accent Capital Management
Ohio
$5.04K +$4.95K +32 New
OAJ
1000
Ogorek Anthony Joseph
New York
$5K +$309 +2 +6%
38 39
40
41 42