We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1051
Provenance Wealth Advisors
Florida
$673 +$689 +5 New
SWAG
1052
Spectrum Wealth Advisory Group
California
$673 +$689 +5 New
Q1WB
1053
Quest 10 Wealth Builders
Virginia
$649 – – –
DF
1054
DecisionPoint Financial
Arizona
$554 +$551 +4 New
SA
1055
Seneschal Advisors
Washington
$539 – – –
QWM
1056
Quaker Wealth Management
New Jersey
$539 +$138 +1 +33%
DF
1057
Downshift Financial
Colorado
$539 +$551 +4 New
MWM
1058
Mosley Wealth Management
California
$539 +$551 +4 New
T
1059
Tidemark
California
$539 +$551 +4 New
VWA
1060
Valued Wealth Advisors
Utah
$405 – – –
MBFW
1061
Morton Brown Family Wealth
Pennsylvania
$404 +$413 +3 New
RS
1062
Rakuten Securities
Japan
$404 +$413 +3 New
GFA
1063
Godfrey Financial Associates
New York
$269 – – –
TCM
1064
Triumph Capital Management
Colorado
$269 – – –
CI
1065
Cordant Inc
Oregon
$172 +$138 +1 New
WBC
1066
West Branch Capital
Massachusetts
$135 – – –
WCM
1067
Westend Capital Management
California
$135 – – –
HIA
1068
Highland Investment Advisors
Florida
$135 +$138 +1 New
MCA
1069
Maryland Capital Advisors
Maryland
$135 +$138 +1 New
RJA
1070
Ross\Johnson & Associates
Minnesota
$135 +$138 +1 New
AIM
1071
Alphinity Investment Management
Australia
– -$167M -1,235,262 Closed
ASC
1072
Atalanta Sosnoff Capital
New York
– -$88.7M -654,465 Closed
XL
1073
XN LP
New York
– -$54.2M -400,221 Closed
MDSL
1074
M.D. Sass LLC
New York
– -$39.3M -290,485 Closed
SPS
1075
Susquehanna Portfolio Strategies
Pennsylvania
– -$35.6M -262,730 Closed
41 42
43
44 45