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Hubbell

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
551
Visionary Wealth Advisors
Illinois
$573K +$31.1K +71 +6%
BP
552
Ballentine Partners
Massachusetts
$572K +$10.5K +24 +2%
IA
553
IFG Advisory
Georgia
$571K -$438 -1 -0.1%
SO
554
STRS Ohio
Ohio
$569K +$876 +2 +0.2%
FFM
555
Forum Financial Management
Illinois
$568K
TPCW
556
TD Private Client Wealth
New York
$553K +$88.9K +203 +19%
MFG
557
Merit Financial Group
Georgia
$552K -$21.5K -49 -4%
BEI
558
Benjamin Edwards Inc
Missouri
$550K +$2.63K +6 +0.5%
OAM
559
Oppenheimer Asset Management
New York
$547K +$15.3K +35 +3%
CWM
560
Calamos Wealth Management
Illinois
$544K -$38.1K -87 -7%
PL
561
Parkwood LLC
Ohio
$541K +$534K +1,219 New
AWM
562
Aries Wealth Management
Maine
$536K -$9.2K -21 -2%
WCM
563
Washington Capital Management
Washington
$533K
AWM
564
Accurate Wealth Management
Florida
$530K +$2.63K +6 +0.5%
SFG
565
SevenBridge Financial Group
Pennsylvania
$527K
FFA
566
Farther Finance Advisors
California
$523K +$260K +593 +101%
MHIC
567
Marble Harbor Investment Counsel
Massachusetts
$520K
IA
568
IFP Advisors
Florida
$517K -$1.31K -3 -0.3%
SFI
569
Siemens Fonds Invest
Germany
$512K +$180K +411 +56%
AG
570
Ascent Group
Virginia
$511K +$31.1K +71 +7%
WWM
571
Whalen Wealth Management
Nevada
$511K +$223K +510 +80%
AC
572
AlphaCore Capital
California
$507K +$81.5K +186 +19%
FPH
573
Financial Planning Hawaii
Hawaii
$505K +$499K +1,138 New
T
574
TOBAM
France
$499K +$489K +1,117 +18,617%
EHC
575
Everett Harris & Co
California
$489K