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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1051
American Capital Advisory
Idaho
$1.22K -$456 -3 -25%
HIA
1052
HFM Investment Advisors
New Jersey
$1.22K -$152 -1 -10%
VWM
1053
Vermillion Wealth Management
Minnesota
$1.22K +$1.37K +9 New
WTA
1054
Washington Trust Advisors
Massachusetts
$1.22K +$1.37K +9 New
GWM
1055
Gilpin Wealth Management
Colorado
$1.08K +$1.22K +8 New
PJC
1056
Phillip James Consulting
Minnesota
$1K +$1.37K +9 New
GSWM
1057
Golden State Wealth Management
California
$948 – – –
MWC
1058
MBM Wealth Consultants
Missouri
$948 +$1.06K +7 New
IPS
1059
Investors Portfolio Services
Washington
$927 – – –
AF
1060
Align Financial
Minnesota
$813 -$146K -959 -99%
DCM
1061
Davis Capital Management
Florida
$813 +$456 +3 +100%
TWM
1062
TopTier Wealth Management
Wisconsin
$813 +$912 +6 New
AA
1063
Addison Advisors
Vermont
$678 -$304 -2 -29%
AP
1064
Atwood & Palmer
Missouri
$678 +$760 +5 New
NWS
1065
Nvest Wealth Strategies
Ohio
$678 +$760 +5 New
DWP
1066
Destiny Wealth Partners
Florida
$677 +$760 +5 New
SWP
1067
Strategic Wealth Partners
Ohio
$677 +$760 +5 New
Q1WB
1068
Quest 10 Wealth Builders
Virginia
$653 – – –
NL
1069
NVWM LLC
Pennsylvania
$542 – – –
SA
1070
Seneschal Advisors
Washington
$542 – – –
BIM
1071
Breakwater Investment Management
Washington
$542 +$152 +1 +33%
VWA
1072
Valued Wealth Advisors
Utah
$407 -$760 -5 -63%
QWM
1073
Quaker Wealth Management
New Jersey
$407 -$304 -2 -40%
TCM
1074
Triumph Capital Management
Colorado
$271 -$456 -3 -60%
GFA
1075
Godfrey Financial Associates
New York
$271 – – –
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