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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
LF
251
Lee Financial
Texas
$9K +$3.99K +24 +53%
Arkadios Wealth Advisors
252
Arkadios Wealth Advisors
Georgia
$7.99K – – –
BCA
253
Berman Capital Advisors
Georgia
$7K -$1.16K -7 -11%
CBT
254
Capital Bank & Trust
California
$7K – – –
FRA
255
Front Row Advisors
California
$7K +$2.16K +13 +42%
SSB
256
Sandy Spring Bank
Maryland
$7K +$8.31K +50 New
Ameritas Investment Partners
257
Ameritas Investment Partners
Nebraska
$7K +$9.14K +55 New
Geneos Wealth Management
258
Geneos Wealth Management
Colorado
$7K +$9.97K +60 New
WEC
259
Winslow Evans & Crocker
Massachusetts
$6K – – –
CAGAS
260
Capital Advisory Group Advisory Services
Minnesota
$6K +$7.14K +43 New
RWA
261
Ropes Wealth Advisors
Massachusetts
$5K – – –
Smithfield Trust
262
Smithfield Trust
Pennsylvania
$5K – – –
TC
263
Truvestments Capital
Florida
$5K +$6.31K +38 New
TL
264
TrueWealth LLC
Georgia
$4K – – –
TFS
265
TrustCore Financial Services
Tennessee
$4K – – –
BAM
266
Bellevue Asset Management
Washington
$4K +$1.99K +12 +86%
EI
267
Ellevest Inc
New York
$4K +$5.48K +33 New
KPW
268
Kore Private Wealth
New York
$3K – – –
PAI
269
Pittenger & Anderson Inc
Nebraska
$3K – – –
CAW
270
Cornerstone Advisors (Washington)
Washington
$3K +$2.33K +14 +280%
LWA
271
Lenox Wealth Advisors
New York
$3K +$3.82K +23 New
AF
272
Advisornet Financial
Minnesota
$2K – – –
CFGS
273
Concourse Financial Group Securities
Alabama
$2K – – –
EWP
274
Engrave Wealth Partners
Texas
$2K – – –
Associated Banc-Corp
275
Associated Banc-Corp
Wisconsin
$2K +$2.49K +15 New