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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1026
Bare Financial Services
Pennsylvania
$6.75K – – –
OCM
1027
Orion Capital Management
California
$6.75K – – –
MAM
1028
Marquette Asset Management
Minnesota
$6.59K +$157 +1 +3%
SGK
1029
Steigerwald Gordon & Koch
Virginia
$6.59K – – –
DF
1030
Dunhill Financial
United Kingdom
$6.19K +$2.04K +13 +52%
KG
1031
Kilter Group
New York
$6.11K +$943 +6 +19%
IAS
1032
IMA Advisory Services
Colorado
$5.95K +$5.35K +34 +1,133%
PWMG
1033
Prestige Wealth Management Group
New Jersey
$5.63K -$657K -4,176 -99%
BAM
1034
Bellevue Asset Management
Washington
$5.47K +$472 +3 +10%
ECA
1035
Elevated Capital Advisors
Utah
$5.31K +$5.19K +33 New
DPW
1036
DiNuzzo Private Wealth
Pennsylvania
$5.15K – – –
HI
1037
Hoey Investments
Pennsylvania
$5.15K – – –
ACM
1038
Accent Capital Management
Ohio
$5.14K – – –
CA
1039
Crewe Advisors
Utah
$4.99K +$1.89K +12 +63%
MEG
1040
Millstone Evans Group
Colorado
$4.98K – – –
FCAS
1041
First Command Advisory Services
Texas
$4.98K +$3.77K +24 +343%
RL
1042
Rogco LP
Oklahoma
$4.98K +$4.87K +31 New
SIC
1043
SJS Investment Consulting
Ohio
$4.82K +$2.36K +15 +100%
CFM
1044
Cornerstone Financial Management
Massachusetts
$4.82K +$4.72K +30 New
BHWM
1045
Bay Harbor Wealth Management
Maryland
$4.82K +$1.57K +10 +50%
PP
1046
Pacifica Partners
Canada
$4.65K – – –
EFMH
1047
E Fund Management (HK)
Hong Kong
$4.57K +$3.93K +25 +1,250%
SWM
1048
SHP Wealth Management
Massachusetts
$4.51K +$4.4K +28 New
EWP
1049
Elevation Wealth Partners
California
$4.5K +$1.42K +9 +47%
VR
1050
Vision Retirement
New Jersey
$4.5K +$4.4K +28 New
40 41
42
43 44