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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1051
Portus Wealth Advisors
North Carolina
$1.35K +$1.52K +10 New
ACA
1052
American Capital Advisory
Idaho
$1.22K -$456 -3 -25%
HIA
1053
HFM Investment Advisors
New Jersey
$1.22K -$152 -1 -10%
VWM
1054
Vermillion Wealth Management
Minnesota
$1.22K +$1.37K +9 New
WTA
1055
Washington Trust Advisors
Massachusetts
$1.22K +$1.37K +9 New
GWM
1056
Gilpin Wealth Management
Colorado
$1.08K +$1.22K +8 New
PJC
1057
Phillip James Consulting
Minnesota
$1K +$1.37K +9 New
GSWM
1058
Golden State Wealth Management
California
$948 – – –
MWC
1059
MBM Wealth Consultants
Missouri
$948 +$1.06K +7 New
IPS
1060
Investors Portfolio Services
Washington
$927 – – –
AF
1061
Align Financial
Minnesota
$813 -$146K -959 -99%
DCM
1062
Davis Capital Management
Florida
$813 +$456 +3 +100%
TWM
1063
TopTier Wealth Management
Wisconsin
$813 +$912 +6 New
AA
1064
Addison Advisors
Vermont
$678 -$304 -2 -29%
AP
1065
Atwood & Palmer
Missouri
$678 +$760 +5 New
NWS
1066
Nvest Wealth Strategies
Ohio
$678 +$760 +5 New
DWP
1067
Destiny Wealth Partners
Florida
$677 +$760 +5 New
SWP
1068
Strategic Wealth Partners
Ohio
$677 +$760 +5 New
Q1WB
1069
Quest 10 Wealth Builders
Virginia
$653 – – –
NL
1070
NVWM LLC
Pennsylvania
$542 – – –
SA
1071
Seneschal Advisors
Washington
$542 – – –
BIM
1072
Breakwater Investment Management
Washington
$542 +$152 +1 +33%
VWA
1073
Valued Wealth Advisors
Utah
$407 -$760 -5 -63%
QWM
1074
Quaker Wealth Management
New Jersey
$407 -$304 -2 -40%
TCM
1075
Triumph Capital Management
Colorado
$271 -$456 -3 -60%
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