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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1001
Orion Capital Management
California
$5.69K – – –
SGK
1002
Steigerwald Gordon & Koch
Virginia
$5.55K – – –
CFM
1003
Cornerstone Financial Management
Massachusetts
$5.55K +$1.67K +11 +37%
MWA
1004
Medallion Wealth Advisors
Connecticut
$5.42K -$608 -4 -9%
ANBT
1005
American National Bank & Trust
Texas
$5.42K +$3.34K +22 +122%
NAAA
1006
New Age Alpha Advisors
New York
$5.28K -$2.22M -14,586 -100%
BFS
1007
Bare Financial Services
Pennsylvania
$5.28K -$456 -3 -7%
SIC
1008
SJS Investment Consulting
Ohio
$5.15K +$1.22K +8 +27%
IAS
1009
IMA Advisory Services
Colorado
$5.15K +$152 +1 +3%
AT
1010
Arlington Trust
Alabama
$5.15K +$5.77K +38 New
UFPG
1011
United Financial Planning Group
New York
$5.01K +$5.62K +37 New
DF
1012
Dunhill Financial
United Kingdom
$4.98K -$304 -2 -5%
SC
1013
Stance Capital
Massachusetts
$4.88K +$5.47K +36 New
BHWM
1014
Bay Harbor Wealth Management
Maryland
$4.88K +$912 +6 +20%
MSG
1015
Main Street Group
Virginia
$4.47K +$5.01K +33 New
RWM
1016
RMG Wealth Management
Wisconsin
$4.38K +$2.58K +17 +131%
KG
1017
Kilter Group
New York
$4.33K -$912 -6 -16%
ACM
1018
Accent Capital Management
Ohio
$4.33K – – –
DPW
1019
DiNuzzo Private Wealth
Pennsylvania
$4.33K – – –
HI
1020
Hoey Investments
Pennsylvania
$4.33K – – –
HPBT
1021
Hickory Point Bank & Trust
Illinois
$4.33K +$4.86K +32 New
MEG
1022
Millstone Evans Group
Colorado
$4.2K – – –
RL
1023
Rogco LP
Oklahoma
$4.2K – – –
EP
1024
Essential Partners
California
$3.79K -$2.13K -14 -33%
VR
1025
Vision Retirement
New Jersey
$3.79K – – –
39 40
41
42 43