We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1026
RMG Wealth Management
Wisconsin
$1.92K -$2.34K -17 -57%
MWM
1027
Mascoma Wealth Management
New Hampshire
$1.89K – – –
NEWAS
1028
N.E.W. Advisory Services
Wisconsin
$1.62K +$1.65K +12 New
SHIM
1029
Stone House Investment Management
Pennsylvania
$1.48K +$138 +1 +10%
WIM
1030
Westside Investment Management
California
$1.35K – – –
WTA
1031
Washington Trust Advisors
Massachusetts
$1.35K +$138 +1 +11%
VNA
1032
Valley National Advisers
Pennsylvania
$1.35K +$1.38K +10 New
AF
1033
Advisornet Financial
Minnesota
$1.21K -$413 -3 -25%
PJC
1034
Phillip James Consulting
Minnesota
$1.21K – – –
NL
1035
NVWM LLC
Pennsylvania
$1.21K +$689 +5 +125%
GWM
1036
Gilpin Wealth Management
Colorado
$1.08K – – –
BAM
1037
Bellevue Asset Management
Washington
$1.08K +$1.1K +8 New
IPS
1038
Investors Portfolio Services
Washington
$1.04K +$138 +1 +14%
BF
1039
Brooklyn FI
New York
$960 +$964 +7 New
GSWM
1040
Golden State Wealth Management
California
$943 – – –
MIM
1041
Marshall Investment Management
Colorado
$943 +$964 +7 New
M
1042
MOTCO
Texas
$943 +$964 +7 New
PS
1043
Planning Strategies
Pennsylvania
$943 +$964 +7 New
BFPW
1044
BOK Financial Private Wealth
Colorado
$809 +$827 +6 New
AWM
1045
Activest Wealth Management
Florida
$808 -$6.75K -49 -89%
AF
1046
Align Financial
Minnesota
$808 – – –
DCM
1047
Davis Capital Management
Florida
$808 – – –
NB
1048
NBH Bank
Colorado
$808 +$827 +6 New
HHGA
1049
Halbert Hargrove Global Advisors
California
$807 +$827 +6 New
CIAM
1050
Caitong International Asset Management
Hong Kong
$673 -$190K -1,381 -100%
40 41
42
43 44