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Hubbell

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
676
Kestra Private Wealth Services
Texas
$263K +$438 +1 +0.2%
DCU
677
Dara Capital US
Florida
$262K +$258K +589 New
NFTC
678
North Forty Two & Co
Oregon
$258K – – –
SGK
679
Steigerwald Gordon & Koch
Virginia
$258K – – –
TWM
680
Tradition Wealth Management
Minnesota
$256K +$438 +1 +0.2%
AWM
681
Apollon Wealth Management
South Carolina
$255K +$6.13K +14 +2%
CAG
682
Crestwood Advisors Group
Massachusetts
$255K +$3.94K +9 +2%
AFG
683
Atomi Financial Group
New York
$254K +$4.82K +11 +2%
MB
684
MidFirst Bank
Oklahoma
$253K +$250K +570 New
PS
685
Principal Securities
Iowa
$252K +$22.3K +51 +10%
JSW
686
Journey Strategic Wealth
New Jersey
$251K +$438 +1 +0.2%
JA
687
JLB & Associates
Michigan
$251K +$248K +565 New
PWPS
688
Pinnacle Wealth Planning Services
Ohio
$250K -$438 -1 -0.2%
Financial Engines Advisors
689
Financial Engines Advisors
California
$248K -$4.38K -10 -2%
BIAS
690
Beacon Investment Advisory Services
New Jersey
$242K – – –
TC
691
Tannin Capital
North Carolina
$242K +$238K +544 New
PFM
692
Patton Fund Management
Texas
$241K -$29.8K -68 -11%
BBHC
693
Brown Brothers Harriman & Co
New York
$240K +$96.4K +220 +69%
CI
694
Cigna Investments
Connecticut
$237K – – –
FHA
695
Flagship Harbor Advisors
Massachusetts
$237K -$43.4K -99 -16%
IC
696
Inscription Capital
Texas
$234K +$4.38K +10 +2%
KAS
697
KPP Advisory Services
Kentucky
$233K – – –
MAM
698
Martingale Asset Management
Massachusetts
$233K +$438 +1 +0.2%
4WM
699
44 Wealth Management
Oregon
$232K -$438 -1 -0.2%
EWA
700
EverSource Wealth Advisors
Alabama
$231K -$5.7K -13 -2%