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Hubbell

Name Holding Trade Value Shares
Change
Change in
Stake
STA
601
Summit Trail Advisors
New York
$347K +$315K +850 New
T
602
Tidemark
California
$346K
Kovitz Investment Group Partners
603
Kovitz Investment Group Partners
Illinois
$337K -$122K -328 -28%
TPCW
604
TD Private Client Wealth
New York
$337K +$277K +747 +970%
IFS
605
Ifrah Financial Services
Arkansas
$336K -$3.34K -9 -1%
BRWA
606
B. Riley Wealth Advisors
Florida
$331K +$301K +811 New
GT
607
Greenleaf Trust
Michigan
$327K +$11.5K +31 +4%
AW
608
Apricus Wealth
South Carolina
$327K
NW
609
NewEdge Wealth
Pennsylvania
$325K +$289K +779 New
FT
610
Fiduciary Trust
Massachusetts
$322K -$13.3K -36 -4%
BAM
611
Belpointe Asset Management
Nevada
$320K +$290K +783 New
RMDI
612
R.M. Davis Inc
Maine
$319K -$158K -425 -35%
MLFP
613
MPS Loria Financial Planners
Illinois
$319K
S
614
SignatureFD
Georgia
$318K +$80.1K +216 +38%
BSHC
615
Breed's Hill Capital
Massachusetts
$318K -$741 -2 -0.3%
GIA
616
Gladstone Institutional Advisory
Florida
$317K +$371 +1 +0.1%
P
617
Pitcairn
Pennsylvania
$314K -$44.5K -120 -13%
HAS
618
Holland Advisory Services
Florida
$313K
FCH
619
Freestone Capital Holdings
Washington
$312K -$125K -338 -31%
YIH
620
Y-Intercept (HK)
Hong Kong
$311K -$4.5M -12,126 -94%
MPM
621
MBB Public Markets
Illinois
$310K -$62.7K -169 -18%
ACM
622
Arlington Capital Management
Illinois
$310K
YIA
623
YHB Investment Advisors
Connecticut
$310K
RWM
624
Revisor Wealth Management
Ohio
$310K -$7.41K -20 -3%
PA
625
Profund Advisors
Maryland
$309K +$280K +756 New