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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1026
Principia Wealth Advisory
Texas
$2.36K +$309 +2 +15%
PMAM
1027
Picton Mahoney Asset Management
Ontario, Canada
$2K – – –
CAC
1028
Core Alternative Capital
Georgia
$1.73K – – –
FNWA
1029
Financial Network Wealth Advisors
Utah
$1.73K – – –
GWSG
1030
GPS Wealth Strategies Group
Colorado
$1.58K – – –
SHIM
1031
Stone House Investment Management
Pennsylvania
$1.58K – – –
TFA
1032
Toth Financial Advisory
Virginia
$1.58K – – –
WPA
1033
Wealth Preservation Advisors
Tennessee
$1.58K – – –
VWM
1034
Vermillion Wealth Management
Minnesota
$1.58K +$1.55K +10 New
TPBG
1035
Turning Point Benefit Group
Maryland
$1.57K +$1.55K +10 New
ACA
1036
American Capital Advisory
Idaho
$1.42K – – –
AT
1037
Avalon Trust
New Mexico
$1.42K +$1.39K +9 New
HIA
1038
HFM Investment Advisors
New Jersey
$1.42K – – –
VWA
1039
Valued Wealth Advisors
Utah
$1.26K – – –
FCAS
1040
First Command Advisory Services
Texas
$1.1K – – –
GSWM
1041
Golden State Wealth Management
California
$1.1K – – –
RS
1042
Rakuten Securities
Japan
$1.1K – – –
WW
1043
Winnow Wealth
Texas
$948 +$928 +6 New
AF
1044
Advisornet Financial
Minnesota
$945 – – –
NRG
1045
Nemes Rush Group
Michigan
$945 – – –
PWMA
1046
Pension & Wealth Management Advisors
Massachusetts
$788 – – –
SFCL
1047
Strengthening Families & Communities LLC
Massachusetts
$787 – – –
SIS
1048
Sound Income Strategies
Florida
$762 -$2.48K -16 -76%
Q1WB
1049
Quest 10 Wealth Builders
Virginia
$759 – – –
SA
1050
Seneschal Advisors
Washington
$631 +$619 +4 New
40 41
42
43 44