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Hubbell
HUBB

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
801
GW&K Investment Management
Massachusetts
$11K -$2.6K -7 -20%
MSWM
802
Mowery & Schoenfeld Wealth Management
Illinois
$10.6K -$3.71K -10 -28%
HIW
803
Holos Integrated Wealth
Pennsylvania
$10.5K – – –
CT
804
Clearstead Trust
Maine
$9.8K -$2.22K -6 -20%
DJSG
805
D.J. St. Germain
Massachusetts
$9.8K – – –
EP
806
Essential Partners
California
$9.8K +$8.9K +24 New
CAWM
807
Capital A Wealth Management
Pennsylvania
$9.54K +$10.8K +29 New
TCOV
808
Trust Company of Vermont
Vermont
$8.17K -$6.3K -17 -46%
DI
809
DAGCO Inc
Ohio
$8.17K – – –
PB
810
Pinnacle Bancorp
Nebraska
$8.17K – – –
FFO
811
Fortitude Family Office
Arizona
$8.17K +$1.85K +5 +33%
SO
812
Sierra Ocean
California
$7.76K – – –
HNW
813
High Note Wealth
Minnesota
$6.94K – – –
TFA
814
Toth Financial Advisory
Virginia
$6.54K – – –
WB
815
Webster Bank
Connecticut
$6.13K +$5.56K +15 New
LFA
816
LGT Financial Advisors
Texas
$5.97K – – –
EWM
817
Evolution Wealth Management
Florida
$5.72K +$5.19K +14 New
DPW
818
DiNuzzo Private Wealth
Pennsylvania
$5.31K +$741 +2 +18%
ITIM
819
Indiana Trust & Investment Management
Indiana
$5.31K – – –
RWM
820
Raffa Wealth Management
District of Columbia
$5.31K – – –
HWP
821
Highline Wealth Partners
California
$4.9K -$1.48K -4 -25%
CA
822
CoreCap Advisors
Michigan
$4.9K +$2.97K +8 +200%
CPG
823
Cornerstone Planning Group
New Jersey
$4.72K – – –
BIA
824
Bell Investment Advisors
California
$4.49K +$371 +1 +10%
CIA
825
Cape Investment Advisory
Georgia
$4.49K +$4.08K +11 New
31 32
33
34 35