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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
RF
1001
Rossby Financial
Florida
$13K +$6.13K +39 +93%
GWM
1002
Geneos Wealth Management
Colorado
$11.9K -$16.5K -105 -59%
RWM
1003
Raffa Wealth Management
District of Columbia
$11.9K – – –
CMP
1004
Coston McIsaac & Partners
Maine
$11K – – –
GWM
1005
Greenline Wealth Management
Florida
$10.8K +$10.5K +67 New
CA
1006
CoreCap Advisors
Michigan
$10.5K +$4.72K +30 +86%
VEA
1007
Virtus ETF Advisers
New York
$10.5K -$4.72K -30 -32%
HHMI
1008
Howard Hughes Medical Institute
Maryland
$10.1K – – –
HWP
1009
Highline Wealth Partners
California
$9.49K +$1.57K +10 +20%
RWS
1010
Retirement Wealth Solutions
Wisconsin
$9.01K – – –
JGCM
1011
Joseph Group Capital Management
Ohio
$9K +$8.8K +56 New
T. Rowe Price Investment Management
1012
T. Rowe Price Investment Management
Maryland
$9K – – –
NRG
1013
Nemes Rush Group
Michigan
$8.68K +$7.55K +48 +800%
TWD
1014
True Wealth Design
Ohio
$8.31K +$157 +1 +2%
AP
1015
Aspect Partners
Virginia
$8.2K +$1.1K +7 +16%
CIAS
1016
CBIZ Investment Advisory Services
Ohio
$8.04K -$629 -4 -7%
OAJ
1017
Ogorek Anthony Joseph
New York
$8K +$2.52K +16 +47%
PP
1018
PFS Partners
New Jersey
$7.88K – – –
ATC
1019
Adirondack Trust Company
New York
$7.88K +$7.7K +49 New
JGIA
1020
Jackson Grant Investment Advisers
Connecticut
$7.08K – – –
MWA
1021
Medallion Wealth Advisors
Connecticut
$7.08K – – –
IWM
1022
IMG Wealth Management
Florida
$7.08K +$2.67K +17 +63%
VWWMG
1023
Vermillion & White Wealth Management Group
Pennsylvania
$6.91K – – –
EP
1024
Essential Partners
California
$6.75K -$11.5K -73 -63%
BFS
1025
Bare Financial Services
Pennsylvania
$6.75K – – –