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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1151
Bayforest Capital
United Kingdom
-$38.9K -287 Closed
SIS
1152
Sound Income Strategies
Florida
-$35.5K -264 Closed
BOJHT
1153
Bank of Jackson Hole Trust
Wyoming
-$35.2K -260 Closed
GSEP
1154
Golden State Equity Partners
California
-$29.7K -219 Closed
BDPWM
1155
Barnes Dennig Private Wealth Management
Ohio
-$19.2K -142 Closed
IAAG
1156
Innovative Asset Advisors Group
Connecticut
-$18.7K -138 Closed
TGY2IT
1157
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$14.2K -105 Closed
RCM
1158
Richardson Capital Management
Wisconsin
-$10.6K -78 Closed
VEA
1159
Virtus ETF Advisers
New York
-$8.8K -65 Closed
MWA
1160
Medallion Wealth Advisors
Connecticut
-$5.42K -40 Closed
JSAM
1161
J. Safra Asset Management
New York
-$2.98K -22 Closed
CFG
1162
Clayton Financial Group
Missouri
-$2.44K -18 Closed
SNB
1163
Security National Bank
Nebraska
-$2.3K -17 Closed
OA
1164
Operose Advisors
Wisconsin
-$1.35K -10 Closed
PWA
1165
Portus Wealth Advisors
North Carolina
-$1.35K -10 Closed
WPA
1166
Wealth Preservation Advisors
Tennessee
-$1.35K -10 Closed
VWM
1167
Vermillion Wealth Management
Minnesota
-$1.22K -9 Closed
MWC
1168
MBM Wealth Consultants
Missouri
-$948 -7 Closed
TWM
1169
TopTier Wealth Management
Wisconsin
-$813 -6 Closed
AA
1170
Addison Advisors
Vermont
-$678 -5 Closed
AP
1171
Atwood & Palmer
Missouri
-$678 -5 Closed
DWP
1172
Destiny Wealth Partners
Florida
-$677 -5 Closed
NWS
1173
Nvest Wealth Strategies
Ohio
-$678 -5 Closed
SWP
1174
Strategic Wealth Partners
Ohio
-$677 -5 Closed
BIM
1175
Breakwater Investment Management
Washington
-$542 -4 Closed