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Hubbell

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
526
Kestra Advisory Services
Texas
$720K -$27.1K -63 -4%
TAFW
527
Tred Avon Family Wealth
Maryland
$713K +$714K +1,658 New
MAS
528
Meeder Advisory Services
Ohio
$712K -$15.5K -36 -2%
MA
529
Montag & Associates
Georgia
$688K -$12.9K -30 -2%
EFS
530
Essex Financial Services
Connecticut
$684K -$61.1K -142 -8%
AFP
531
Ausdal Financial Partners
Iowa
$683K +$54.2K +126 +9%
SWP
532
Stratos Wealth Partners
Ohio
$677K -$1.72K -4 -0.3%
Jones Financial Companies
533
Jones Financial Companies
Missouri
$663K +$134K +311 +25%
BIA
534
BHK Investment Advisors
Alabama
$648K – – –
VWM
535
Venturi Wealth Management
Texas
$645K +$129K +300 +25%
CWM
536
Centric Wealth Management
Illinois
$643K – – –
WI
537
Wahed Invest
New York
$630K +$3.87K +9 +0.6%
HWM
538
HB Wealth Management
Georgia
$625K +$81.8K +190 +15%
VA
539
VestGen Advisors
Illinois
$620K +$390K +906 +170%
T. Rowe Price Investment Management
540
T. Rowe Price Investment Management
Maryland
$618K +$1.72K +4 +0.3%
MSA
541
MUFG Securities Americas
New York
$617K +$108K +250 +21%
MCM
542
MAI Capital Management
Ohio
$615K -$16.8K -39 -3%
SCM
543
SCS Capital Management
Massachusetts
$609K – – –
ST
544
Somerset Trust
Pennsylvania
$608K – – –
KRSITF
545
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$606K -$20.7K -48 -3%
Nomura Holdings
546
Nomura Holdings
Japan
$600K +$600K +1,394 New
FPF
547
First Pacific Financial
Washington
$597K -$13.3K -31 -2%
DPIM
548
Duff & Phelps Investment Management
Illinois
$595K -$380K -882 -39%
OTL
549
Oak Thistle LLC
New York
$589K -$55.5K -129 -9%
EFS
550
Econ Financial Services
Pennsylvania
$578K +$1.72K +4 +0.3%