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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1001
Palisade Asset Management
Minnesota
$4.88K +$4.8K +31 New
BAM
1002
Bellevue Asset Management
Washington
$4.88K +$155 +1 +3%
MEG
1003
Millstone Evans Group
Colorado
$4.88K +$4.8K +31 New
WWA
1004
Wealth Watch Advisors
Colorado
$4.57K +$4.49K +29 New
PP
1005
Pacifica Partners
Canada
$4.54K – – –
IWM
1006
IMG Wealth Management
Florida
$4.25K – – –
TCM
1007
TD Capital Management
Tennessee
$4.25K – – –
DF
1008
Dunhill Financial
United Kingdom
$3.9K +$155 +1 +4%
BLC
1009
Brown, Lisle/Cummings
Rhode Island
$3.78K – – –
RWM
1010
Rialto Wealth Management
New York
$3.47K +$309 +2 +10%
PMFA
1011
Plante Moran Financial Advisors
Michigan
$3.47K +$3.4K +22 New
AAG
1012
Armstrong Advisory Group
Massachusetts
$3.15K – – –
BDPWM
1013
Barnes Dennig Private Wealth Management
Ohio
$3.15K -$1.55K -10 -33%
BHWM
1014
Bay Harbor Wealth Management
Maryland
$3.15K +$619 +4 +25%
CWP
1015
Clark Wealth Partners
Illinois
$3.06K +$619 +4 +27%
VNA
1016
Valley National Advisers
Pennsylvania
$3K +$3.4K +22 New
CTB
1017
Country Trust Bank
Illinois
$2.99K – – –
CA
1018
Crewe Advisors
Utah
$2.99K +$2.32K +15 +375%
EWP
1019
Elevation Wealth Partners
California
$2.99K +$2.94K +19 New
PGAM
1020
Princeton Global Asset Management
New Jersey
$2.84K – – –
NWM
1021
Nova Wealth Management
Florida
$2.75K – – –
AWM
1022
Activest Wealth Management
Florida
$2.68K +$928 +6 +55%
TIM
1023
Tortoise Investment Management
New York
$2.52K +$619 +4 +33%
HPC
1024
HM Payson & Co
Maine
$2.52K +$2.48K +16 New
SIC
1025
SJS Investment Consulting
Ohio
$2.36K – – –
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