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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1051
Rialto Wealth Management
New York
$4.34K +$786 +5 +23%
TCM
1052
TD Capital Management
Tennessee
$4.34K – – –
VNA
1053
Valley National Advisers
Pennsylvania
$4K +$943 +6 +27%
BHWM
1054
Beaird Harris Wealth Management
Texas
$3.86K -$1.26K -8 -25%
BLC
1055
Brown, Lisle/Cummings
Rhode Island
$3.86K – – –
HNW
1056
High Note Wealth
Minnesota
$3.86K +$3.46K +22 +1,100%
BWM
1057
Benson Wealth Management
Tennessee
$3.86K +$3.77K +24 New
OC
1058
Optima Capital
Oregon
$3.86K +$3.77K +24 New
WWA
1059
Wealth Watch Advisors
Colorado
$3.54K -$1.1K -7 -24%
PMFA
1060
Plante Moran Financial Advisors
Michigan
$3.54K – – –
AAG
1061
Armstrong Advisory Group
Massachusetts
$3.22K – – –
CWP
1062
Clark Wealth Partners
Illinois
$3.06K – – –
CTB
1063
Country Trust Bank
Illinois
$3.06K – – –
CFG
1064
Clayton Financial Group
Missouri
$2.9K +$2.83K +18 New
PGAM
1065
Princeton Global Asset Management
New Jersey
$2.89K – – –
PWA
1066
Principia Wealth Advisory
Texas
$2.89K +$472 +3 +20%
ANBT
1067
American National Bank & Trust
Texas
$2.89K +$2.83K +18 New
NWM
1068
Nova Wealth Management
Florida
$2.81K – – –
HPC
1069
HM Payson & Co
Maine
$2.57K – – –
IBOK
1070
Independence Bank of Kentucky
Kentucky
$2.57K +$2.52K +16 New
KCM
1071
Key Capital Management
Tennessee
$2.57K +$2.52K +16 New
MW
1072
Merited Wealth
Florida
$2.57K +$2.52K +16 New
1CP
1073
1015 Capital Partners
Pennsylvania
$2.41K +$2.36K +15 New
AWM
1074
Activest Wealth Management
Florida
$2.25K -$472 -3 -18%
RWM
1075
RMG Wealth Management
Wisconsin
$2.22K +$2.04K +13 New
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