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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Activest Wealth Management
Florida
$808 -$6.75K -49 -89%
AF
1052
Align Financial
Minnesota
$808 – – –
DCM
1053
Davis Capital Management
Florida
$808 – – –
NB
1054
NBH Bank
Colorado
$808 +$827 +6 New
HHGA
1055
Halbert Hargrove Global Advisors
California
$807 +$827 +6 New
CIAM
1056
Caitong International Asset Management
Hong Kong
$673 -$190K -1,381 -100%
PWA
1057
Provenance Wealth Advisors
Florida
$673 +$689 +5 New
SWAG
1058
Spectrum Wealth Advisory Group
California
$673 +$689 +5 New
Q1WB
1059
Quest 10 Wealth Builders
Virginia
$649 – – –
DF
1060
DecisionPoint Financial
Arizona
$554 +$551 +4 New
SA
1061
Seneschal Advisors
Washington
$539 – – –
QWM
1062
Quaker Wealth Management
New Jersey
$539 +$138 +1 +33%
DF
1063
Downshift Financial
Colorado
$539 +$551 +4 New
MWM
1064
Mosley Wealth Management
California
$539 +$551 +4 New
T
1065
Tidemark
California
$539 +$551 +4 New
VWA
1066
Valued Wealth Advisors
Utah
$405 – – –
MBFW
1067
Morton Brown Family Wealth
Pennsylvania
$404 +$413 +3 New
RS
1068
Rakuten Securities
Japan
$404 +$413 +3 New
GFA
1069
Godfrey Financial Associates
New York
$269 – – –
TCM
1070
Triumph Capital Management
Colorado
$269 – – –
CI
1071
Cordant Inc
Oregon
$172 +$138 +1 New
WBC
1072
West Branch Capital
Massachusetts
$135 – – –
WCM
1073
Westend Capital Management
California
$135 – – –
HIA
1074
Highland Investment Advisors
Florida
$135 +$138 +1 New
MCA
1075
Maryland Capital Advisors
Maryland
$135 +$138 +1 New
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