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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
TI
276
Tidal Investments
Wisconsin
$209K +$188K +716 New
PFS
277
Prospera Financial Services
Texas
$191K +$172K +655 New
BWP
278
Baldwin Wealth Partners
Massachusetts
$175K
ASN
279
Advisory Services Network
Georgia
$150K +$134K +513 New
Nisa Investment Advisors
280
Nisa Investment Advisors
Missouri
$146K +$26.2K +100 +25%
SOADOR
281
State of Alaska Department of Revenue
Alaska
$116K +$105K +400 New
OCM
282
Ovata Capital Management
Hong Kong
$115K +$103K +392 New
AIM
283
Arcadia Investment Management
Michigan
$107K +$95.7K +365 New
FHA
284
First Horizon Advisors
Tennessee
$93K -$40.6K -155 -33%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$86K
NFG
286
Next Financial Group
Texas
$85K +$76.5K +292 New
LF
287
Lee Financial
Texas
$83K +$56.4K +215 +312%
HFM
288
Harvest Fund Management
China
$83K +$76K +290 New
HPC
289
HM Payson & Co
Maine
$73K +$65.3K +249 New
CA
290
Clearstead Advisors
Ohio
$72K +$1.31K +5 +2%
CFB
291
Cullen/Frost Bankers
Texas
$71K -$15.2K -58 -19%
AWA
292
Arkadios Wealth Advisors
Georgia
$62.3K +$13.1K +50 +33%
EI
293
Ellevest Inc
New York
$62K +$44.3K +169 +393%
CFG
294
CKW Financial Group
Hawaii
$60K +$53.2K +203 New
SIAS
295
Shine Investment Advisory Services
Colorado
$59K +$4.72K +18 +10%
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.4K -$4.46K -17 -8%
VFA
297
Valeo Financial Advisors
Indiana
$58K +$6.55K +25 +14%
BBHC
298
Brown Brothers Harriman & Co
New York
$55K -$1.57K -6 -3%
SIC
299
Salem Investment Counselors
North Carolina
$55K
RE
300
RBC Europe
United Kingdom
$52.6K