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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
1151
Heritage Wealth Management (Ohio)
Ohio
– -$238K -1,480 Closed
VT
1152
Volterra Technologies
New York
– -$237K -1,475 Closed
GT
1153
Glenview Trust
Kentucky
– -$236K -1,468 Closed
PNAA
1154
Pictet North America Advisors
Switzerland
– -$234K -1,455 Closed
LAM
1155
Longboard Asset Management
Arizona
– -$228K -1,415 Closed
SP
1156
SmartHarvest Portfolios
Washington
– -$227K -1,413 Closed
EGA
1157
E&G Advisors
Texas
– -$226K -1,404 Closed
TFP
1158
Triune Financial Partners
Kansas
– -$238K -1,398 Closed
MCM
1159
Mengis Capital Management
Oregon
– -$221K -1,376 Closed
HBT
1160
Heartland Bank & Trust
Illinois
– -$218K -1,357 Closed
XWL
1161
XXI Wealth LLC
Illinois
– -$218K -1,356 Closed
PA
1162
PharVision Advisers
Florida
– -$217K -1,351 Closed
DBRC
1163
D.B. Root & Company
Pennsylvania
– -$216K -1,346 Closed
BWP
1164
Barlow Wealth Partners
Kentucky
– -$222K -1,339 Closed
AC
1165
Avestar Capital
New York
– -$215K -1,336 Closed
SFO
1166
Stokes Family Office
Louisiana
– -$214K -1,333 Closed
BEI
1167
Benjamin Edwards Inc
Missouri
– -$213K -1,325 Closed
KWM
1168
Kingsview Wealth Management
Oregon
– -$210K -1,308 Closed
NP
1169
Nilsine Partners
Colorado
– -$210K -1,303 Closed
AA
1170
Alta Advisers
United Kingdom
– -$209K -1,298 Closed
WRPWM
1171
Werba Rubin Papier Wealth Management
California
– -$207K -1,288 Closed
IA
1172
IFC Advisors
California
– -$206K -1,284 Closed
QFA
1173
Quantum Financial Advisors
California
– -$206K -1,283 Closed
I
1174
InceptionR
California
– -$204K -1,266 Closed
CAAS
1175
Capital Asset Advisory Services
Michigan
– -$208K -1,246 Closed
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