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Hubbell

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