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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1001
Hoey Investments
Pennsylvania
$4.31K – – –
HPBT
1002
Hickory Point Bank & Trust
Illinois
$4.31K – – –
BIAS
1003
Beacon Investment Advisory Services
New Jersey
$4.18K +$4.27K +31 New
RL
1004
Rogco LP
Oklahoma
$4.17K – – –
MAFA
1005
MJT & Associates Financial Advisory
Minnesota
$4.04K -$8.68K -63 -68%
DF
1006
Dunhill Financial
United Kingdom
$3.98K -$964 -7 -19%
KG
1007
Kilter Group
New York
$3.91K -$413 -3 -9%
VR
1008
Vision Retirement
New Jersey
$3.77K – – –
CCMI
1009
Creative Capital Management Investments
California
$3.77K +$3.86K +28 New
EB
1010
Eastern Bank
Massachusetts
$3.64K -$36.1K -262 -91%
EFMH
1011
E Fund Management (HK)
Hong Kong
$3.64K – – –
TCM
1012
TD Capital Management
Tennessee
$3.64K – – –
TAP
1013
Tounjian Advisory Partners
Florida
$3.64K +$3.72K +27 New
BHWM
1014
Beaird Harris Wealth Management
Texas
$3.23K – – –
BWM
1015
Benson Wealth Management
Tennessee
$3.23K – – –
HNW
1016
High Note Wealth
Minnesota
$3.23K +$1.65K +12 +100%
PMFA
1017
Plante Moran Financial Advisors
Michigan
$3.1K +$138 +1 +5%
CIAS
1018
CBIZ Investment Advisory Services
Ohio
$2.85K – – –
SFCL
1019
Strengthening Families & Communities LLC
Massachusetts
$2.83K +$2.89K +21 New
AAG
1020
Armstrong Advisory Group
Massachusetts
$2.69K – – –
CTB
1021
Country Trust Bank
Illinois
$2.56K – – –
HIA
1022
HFM Investment Advisors
New Jersey
$2.42K +$1.24K +9 +100%
EWP
1023
Elevation Wealth Partners
California
$2.29K -$138 -1 -6%
1CP
1024
1015 Capital Partners
Pennsylvania
$2.15K – – –
IBOK
1025
Independence Bank of Kentucky
Kentucky
$2.15K – – –
39 40
41
42 43