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Hubbell

Name Holding Trade Value Shares
Change
Change in
Stake
PC
776
PCB Capital
New Jersey
$209K +$209K +426 New
EWM
777
Evercore Wealth Management
New York
$209K +$209K +425 New
AWM
778
AE Wealth Management
Kansas
$209K +$209K +425 New
Capstone Investment Advisors
779
Capstone Investment Advisors
New York
$208K -$231K -471 -53%
RA
780
Rockingstone Advisors
Massachusetts
$204K +$204K +415 New
CT
781
Colonial Trust
South Carolina
$202K -$5.4K -11 -3%
NWAG
782
Net Worth Advisory Group
Utah
$202K +$202K +412 New
PWP
783
Phillips Wealth Planners
Mississippi
$202K -$1.47K -3 -0.7%
FWC
784
First Washington Corp
Washington
$202K +$202K +411 New
RBWA
785
RFG - Bristol Wealth Advisors
Massachusetts
$201K +$201K +410 New
QWM
786
Quadcap Wealth Management
Texas
$201K +$201K +409 New
MIM
787
MTM Investment Management
South Carolina
$196K – – –
UCB
788
United Community Bank
South Carolina
$195K +$4.91K +10 +3%
EB
789
Eastern Bank
Massachusetts
$194K – – –
VNA
790
Valley National Advisers
Pennsylvania
$193K – – –
SS
791
Sunbelt Securities
Texas
$183K -$982 -2 -0.5%
NECFA
792
New England Capital Financial Advisors
Connecticut
$182K -$30.5K -62 -14%
AF
793
Advisornet Financial
Minnesota
$182K -$7.86K -16 -4%
AIM
794
Acropolis Investment Management
Missouri
$181K +$181K +368 New
SAM
795
Smartleaf Asset Management
Massachusetts
$178K -$15.2K -31 -8%
CFS
796
CGC Financial Services
Oregon
$175K – – –
LWCFA
797
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$167K -$34.4K -70 -18%
WSFS
798
Wilmington Savings Fund Society
Delaware
$161K – – –
CI
799
CX Institutional
Indiana
$150K +$4.42K +9 +3%
GDCM
800
Galaxy Digital Capital Management
New York
$149K +$149K +303 New