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Hubbell

Name Holding Trade Value Shares
Change
Change in
Stake
AO
601
Advisor OS
Illinois
$505K +$23.6K +48 +5%
UCFA
602
United Capital Financial Advisors
Texas
$503K +$70.2K +143 +16%
DDC
603
DF Dent & Co
Maryland
$495K -$737K -1,500 -60%
GHAM
604
Gilman Hill Asset Management
Connecticut
$491K – – –
KIA
605
KCM Investment Advisors
California
$491K – – –
HP
606
Hartree Partners
New York
$491K +$491K +1,000 New
RWM
607
Revisor Wealth Management
Ohio
$484K +$69.3K +141 +17%
GJWM
608
Gilliland Jeter Wealth Management
Arkansas
$484K +$491 +1 +0.1%
ONB
609
Old National Bancorp
Indiana
$484K +$20.1K +41 +4%
CCA
610
Checchi Capital Advisers
California
$483K +$49.1K +100 +11%
AWCI
611
Alpine Woods Capital Investors
New York
$480K -$276K -562 -36%
PCM
612
Pointe Capital Management
Michigan
$479K – – –
PDL
613
Portfolio Design Labs
California
$476K +$221K +450 +87%
NBWM
614
North Berkeley Wealth Management
California
$474K – – –
SFG
615
Sovereign Financial Group
Connecticut
$471K +$1.97K +4 +0.4%
DIM
616
Delta Investment Management
California
$470K +$11.3K +23 +2%
ETC
617
Exchange Traded Concepts
Oklahoma
$462K -$3.32M -6,750 -88%
I
618
InceptionR
California
$460K +$461K +938 New
MIM
619
Morningstar Investment Management
Illinois
$460K +$21.1K +43 +5%
FTWA
620
Fifth Third Wealth Advisors
Ohio
$456K +$81.5K +166 +22%
CI Investments Inc
621
CI Investments Inc
Ontario, Canada
$456K +$22.1K +45 +5%
MA
622
MJP Associates
Connecticut
$455K -$9.33K -19 -2%
DLA
623
Douglas Lane & Associates
New York
$454K – – –
NB
624
Nicolet Bankshares
Wisconsin
$451K +$452K +920 New
WB
625
WesBanco Bank
West Virginia
$451K -$1.97K -4 -0.4%