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Hubbell
HUBB

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
951
Truvestments Capital
Florida
$6.8K – – –
S
952
Sachetta
Massachusetts
$6.28K +$1.01K +2 +20%
HWP
953
Highline Wealth Partners
California
$6.28K – – –
SSG
954
Summit Securities Group
New York
$6.28K +$1.51K +3 +33%
HFS
955
Hughes Financial Services
Virginia
$6.28K +$2.52K +5 +71%
FG
956
Fairman Group
Pennsylvania
$5.75K – – –
JFG
957
JDM Financial Group
Texas
$5.75K – – –
BHWM
958
Bay Harbor Wealth Management
Maryland
$5.75K +$505 +1 +10%
CIA
959
Cape Investment Advisory
Georgia
$5.75K +$5.56K +11 New
CPG
960
Cornerstone Planning Group
New Jersey
$5.32K -$1.01K -2 -15%
TWD
961
True Wealth Design
Ohio
$5.23K +$505 +1 +11%
PWA
962
Physician Wealth Advisors
Utah
$4.71K +$505 +1 +13%
CCMI
963
Creative Capital Management Investments
California
$4.71K +$4.55K +9 New
LF
964
LifeSteps Financial
California
$4.71K +$4.55K +9 New
PIS
965
POM Investment Strategies
North Carolina
$4.21K +$1.01K +2 +33%
PWMG
966
Prestige Wealth Management Group
New Jersey
$4.19K +$1.01K +2 +33%
AFG
967
Albion Financial Group
Utah
$4.19K – – –
KG
968
Kilter Group
New York
$4.19K – – –
SFS
969
Sunrise Financial Services
Washington
$4.19K – – –
HIA
970
HFM Investment Advisors
New Jersey
$4.19K +$2.52K +5 +167%
MIM
971
Marshall Investment Management
Colorado
$4.19K +$4.04K +8 New
BCM
972
Boreal Capital Management
Florida
$3.66K – – –
YDMI
973
Y.D. More Investments
Israel
$3.38K +$46.5K +92 +5%
MAM
974
Marquette Asset Management
Minnesota
$3.14K – – –
GSEP
975
Golden State Equity Partners
California
$3.14K -$1.51K -3 -33%
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39
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