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Hubbell

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
576
Valeo Financial Advisors
Indiana
$341K +$306K +796 New
MOS
577
MGO One Seven
Ohio
$339K +$25K +65 +9%
MLFP
578
MPS Loria Financial Planners
Illinois
$334K – – –
DOA
579
D'Orazio & Associates
Virginia
$334K -$2.31K -6 -0.8%
BSHC
580
Breed's Hill Capital
Massachusetts
$333K – – –
YIA
581
YHB Investment Advisors
Connecticut
$332K -$3.84K -10 -1%
NECFA
582
New England Capital Financial Advisors
Connecticut
$331K -$201K -523 -40%
BAM
583
Belpointe Asset Management
Nevada
$328K +$294K +766 New
GT
584
Greenleaf Trust
Michigan
$326K +$27.7K +72 +10%
FTWA
585
Fifth Third Wealth Advisors
Ohio
$324K +$40.7K +106 +16%
Vontobel Holding
586
Vontobel Holding
Switzerland
$323K +$5.38K +14 +2%
PVI
587
Pine Valley Investments
New Jersey
$322K -$6.92K -18 -2%
NIM
588
NEOS Investment Management
Connecticut
$319K – – –
MFA
589
Mayflower Financial Advisors
Massachusetts
$319K +$3.46K +9 +1%
NL
590
NWAM LLC
Washington
$318K +$286K +743 New
WA
591
Waddell & Associates
Tennessee
$317K +$284K +740 New
WTA
592
Washington Trust Advisors
Massachusetts
$317K – – –
HI
593
Horizon Investments
North Carolina
$312K -$15.8K -41 -5%
FFS
594
Founders Financial Securities
Maryland
$310K +$1.92K +5 +0.7%
CAAS
595
Capital Asset Advisory Services
Michigan
$310K -$5.77K -15 -2%
RCA
596
Resonant Capital Advisors
Wisconsin
$307K +$18.1K +47 +7%
DIM
597
Delta Investment Management
California
$304K +$273K +709 New
AWM
598
Axxcess Wealth Management
California
$303K -$3.84K -10 -1%
CFP
599
Catalyst Financial Partners
Massachusetts
$300K +$11.9K +31 +5%
MYIA
600
Mount Yale Investment Advisors
Colorado
$300K -$2.31K -6 -0.8%