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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
951
Oakworth Capital
Alabama
$1.83K +$1.9K +14 New
CA
952
CoreCap Advisors
Michigan
$1.57K -$327K -2,410 -100%
HNW
953
High Note Wealth
Minnesota
$1.57K +$1.63K +12 New
CAC
954
Core Alternative Capital
Georgia
$1.44K – – –
BFS
955
Bare Financial Services
Pennsylvania
$1.44K +$1.5K +11 New
FNWA
956
Financial Network Wealth Advisors
Utah
$1.44K +$1.5K +11 New
PWA
957
Principia Wealth Advisory
Texas
$1.33K +$408 +3 +38%
WCM
958
WealthTrak Capital Management
Virginia
$1.31K -$4.76K -35 -78%
TFA
959
Toth Financial Advisory
Virginia
$1.31K – – –
WPA
960
Wealth Preservation Advisors
Tennessee
$1.31K +$1.36K +10 New
WW
961
Winnow Wealth
Texas
$1.1K +$408 +3 +50%
VWA
962
Valued Wealth Advisors
Utah
$1.05K – – –
PMAM
963
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
TFA
964
Transamerica Financial Advisors
Florida
$1K – – –
ADL
965
Asset Dedication LLC
California
$916 -$42.8K -315 -98%
BHWM
966
Beaird Harris Wealth Management
Texas
$916 +$951 +7 New
BCM
967
Blume Capital Management
California
$916 +$951 +7 New
GSWM
968
Golden State Wealth Management
California
$915 -$3.26K -24 -77%
RS
969
Rakuten Securities
Japan
$915 -$1.36K -10 -59%
FCAS
970
First Command Advisory Services
Texas
$915 +$951 +7 New
NRG
971
Nemes Rush Group
Michigan
$785 – – –
NL
972
NVWM LLC
Pennsylvania
$785 +$272 +2 +50%
RWM
973
Rialto Wealth Management
New York
$785 +$815 +6 New
PWM
974
Parkworth Wealth Management
California
$654 – – –
PWMA
975
Pension & Wealth Management Advisors
Massachusetts
$654 – – –
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