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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1026
Clark Wealth Partners
Illinois
$3.79K +$1.37K +9 +47%
EFMH
1027
E Fund Management (HK)
Hong Kong
$3.66K – – –
TCM
1028
TD Capital Management
Tennessee
$3.66K – – –
PWA
1029
Principia Wealth Advisory
Texas
$3.52K +$1.22K +8 +44%
BHWM
1030
Beaird Harris Wealth Management
Texas
$3.25K – – –
BWM
1031
Benson Wealth Management
Tennessee
$3.25K – – –
PMFA
1032
Plante Moran Financial Advisors
Michigan
$2.98K – – –
JSAM
1033
J. Safra Asset Management
New York
$2.98K +$3.34K +22 New
CIAS
1034
CBIZ Investment Advisory Services
Ohio
$2.85K -$4.41K -29 -58%
AAG
1035
Armstrong Advisory Group
Massachusetts
$2.71K – – –
CTB
1036
Country Trust Bank
Illinois
$2.57K – – –
EWP
1037
Elevation Wealth Partners
California
$2.44K -$1.52K -10 -36%
CFG
1038
Clayton Financial Group
Missouri
$2.44K – – –
SNB
1039
Security National Bank
Nebraska
$2.3K +$2.58K +17 New
IBOK
1040
Independence Bank of Kentucky
Kentucky
$2.17K – – –
KCM
1041
Key Capital Management
Tennessee
$2.17K – – –
1CP
1042
1015 Capital Partners
Pennsylvania
$2.17K +$152 +1 +7%
MWM
1043
Mascoma Wealth Management
New Hampshire
$1.9K +$760 +5 +56%
HNW
1044
High Note Wealth
Minnesota
$1.63K -$1.82K -12 -50%
AF
1045
Advisornet Financial
Minnesota
$1.63K +$912 +6 +100%
PMAM
1046
Picton Mahoney Asset Management
Ontario, Canada
$1.35K -$1.19M -7,819 -100%
SHIM
1047
Stone House Investment Management
Pennsylvania
$1.35K – – –
WPA
1048
Wealth Preservation Advisors
Tennessee
$1.35K – – –
WIM
1049
Westside Investment Management
California
$1.35K – – –
OA
1050
Operose Advisors
Wisconsin
$1.35K +$1.52K +10 New
40 41
42
43 44