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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
301
Citizens Financial Group
Rhode Island
$14K -$21.9K -122 -66%
BCA
302
Berman Capital Advisors
Georgia
$14K +$719 +4 +7%
TCM
303
Tradewinds Capital Management
Washington
$13K +$10.8K +60 New
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$12K -$5.04K -28 -34%
AIP
305
Ameritas Investment Partners
Nebraska
$12K
EWP
306
Engrave Wealth Partners
Texas
$12K +$6.12K +34 +170%
PIMG
307
Patriot Investment Management Group
Tennessee
$11.2K +$8.99K +50 New
SSB
308
Sandy Spring Bank
Maryland
$11K
CAW
309
Cornerstone Advisors (Washington)
Washington
$11K +$5.21K +29 +153%
WEC
310
Winslow Evans & Crocker
Massachusetts
$10K -$180 -1 -2%
FRA
311
Front Row Advisors
California
$10K
EI
312
Ellevest Inc
New York
$10K +$1.8K +10 +30%
RWA
313
Ropes Wealth Advisors
Massachusetts
$9K
ST
314
Smithfield Trust
Pennsylvania
$9K
AF
315
Advisornet Financial
Minnesota
$8K +$3.6K +20 +143%
SFS
316
Sowell Financial Services
Arkansas
$7K -$43.2K -240 -88%
EARNEST Partners
317
EARNEST Partners
Georgia
$7K +$5.75K +32 New
BAM
318
Bellevue Asset Management
Washington
$6K
TFS
319
TrustCore Financial Services
Tennessee
$6K
PAI
320
Pittenger & Anderson Inc
Nebraska
$5K
Truist Financial
321
Truist Financial
North Carolina
$4K -$3.77M -20,980 -100%
KPW
322
Kore Private Wealth
New York
$4K
TFGT
323
TS Financial Group (TSFG)
Illinois
$4K +$3.06K +17 New
LC
324
Lindbrook Capital
California
$4K +$3.6K +20 New
MAM
325
Meeder Asset Management
Ohio
$3K +$540 +3 +27%