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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1026
Key Capital Management
Tennessee
$2.15K – – –
CWP
1027
Clark Wealth Partners
Illinois
$2.02K -$1.79K -13 -46%
ACA
1028
American Capital Advisory
Idaho
$2.02K +$827 +6 +67%
TCA
1029
Trifecta Capital Advisors
Illinois
$2.02K +$2.07K +15 New
AG
1030
AmeriFlex Group
Nevada
$2.02K -$4.55K -33 -69%
RWM
1031
RMG Wealth Management
Wisconsin
$1.92K -$2.34K -17 -57%
PWA
1032
Principia Wealth Advisory
Texas
$1.89K -$1.65K -12 -46%
MWM
1033
Mascoma Wealth Management
New Hampshire
$1.89K – – –
NEWAS
1034
N.E.W. Advisory Services
Wisconsin
$1.62K +$1.65K +12 New
SHIM
1035
Stone House Investment Management
Pennsylvania
$1.48K +$138 +1 +10%
WIM
1036
Westside Investment Management
California
$1.35K – – –
WTA
1037
Washington Trust Advisors
Massachusetts
$1.35K +$138 +1 +11%
VNA
1038
Valley National Advisers
Pennsylvania
$1.35K +$1.38K +10 New
AF
1039
Advisornet Financial
Minnesota
$1.21K -$413 -3 -25%
PJC
1040
Phillip James Consulting
Minnesota
$1.21K – – –
NL
1041
NVWM LLC
Pennsylvania
$1.21K +$689 +5 +125%
GWM
1042
Gilpin Wealth Management
Colorado
$1.08K – – –
BAM
1043
Bellevue Asset Management
Washington
$1.08K +$1.1K +8 New
IPS
1044
Investors Portfolio Services
Washington
$1.04K +$138 +1 +14%
BF
1045
Brooklyn FI
New York
$960 +$964 +7 New
GSWM
1046
Golden State Wealth Management
California
$943 – – –
MIM
1047
Marshall Investment Management
Colorado
$943 +$964 +7 New
M
1048
MOTCO
Texas
$943 +$964 +7 New
PS
1049
Planning Strategies
Pennsylvania
$943 +$964 +7 New
BFPW
1050
BOK Financial Private Wealth
Colorado
$809 +$827 +6 New
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