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HUB Group

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
251
JPL Wealth Management
Colorado
$3.33K +$2.35K +56 +280%
FHC
252
First Horizon Corporation
Tennessee
$2.93K -$15.5K -370 -85%
JWA
253
JFS Wealth Advisors
Pennsylvania
$2.67K +$294 +7 +13%
APFP
254
Action Point Financial Planning
Michigan
$2.63K +$2.6K +62 New
PFBT
255
Parkside Financial Bank & Trust
Missouri
$2.32K -$2.35K -56 -51%
MB
256
MidFirst Bank
Oklahoma
$2.1K – – –
ZBNA
257
Zions Bancorporation, National Association
Utah
$2.06K +$294 +7 +18%
LSA
258
Leonteq Securities AG
Switzerland
$1.84K – – –
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$1.66K – – –
KG
260
Kilter Group
New York
$1.49K -$126 -3 -8%
PWA
261
Physician Wealth Advisors
Utah
$1.49K – – –
MCM
262
Manchester Capital Management
Vermont
$1.23K – – –
CCMI
263
Creative Capital Management Investments
California
$1.23K +$1.18K +28 New
QL
264
Quarry LP
New York
$964 -$1.93K -46 -68%
PWMG
265
Prestige Wealth Management Group
New Jersey
$789 +$378 +9 +100%
SIC
266
SJS Investment Consulting
Ohio
$614 – – –
IA
267
IFP Advisors
Florida
$613 – – –
PMFA
268
Plante Moran Financial Advisors
Michigan
$613 +$587 +14 New
RWM
269
Rialto Wealth Management
New York
$570 +$126 +3 +30%
DPW
270
DiNuzzo Private Wealth
Pennsylvania
$526 – – –
BWA
271
Basecamp Wealth Advisors
Washington
$525 -$839 -20 -63%
AW
272
Ankerstar Wealth
Texas
$482 – – –
BHWM
273
Bay Harbor Wealth Management
Maryland
$482 +$42 +1 +10%
HIA
274
HFM Investment Advisors
New Jersey
$438 +$210 +5 +100%
GRP
275
Global Retirement Partners
California
$438 +$420 +10 New