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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
301
Independent Advisor Alliance
North Carolina
$1.21M -$91.5K -142 -7%
Creative Planning
302
Creative Planning
Kansas
$1.2M -$20K -31 -2%
ACM
303
AlphaCrest Capital Management
New York
$1.2M +$1.14M +1,767 New
CCG
304
Capital CS Group
California
$1.18M +$1.11M +1,725 New
RI
305
Ridgewood Investments
New Jersey
$1.12M -$25.8K -40 -2%
RI
306
Redwood Investments
Massachusetts
$1.1M – – –
PP
307
PDT Partners
New York
$1.08M -$71.5K -111 -6%
AWM
308
Avior Wealth Management
Nebraska
$1.04M – – –
MFW
309
Meristem Family Wealth
Minnesota
$1.03M – – –
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$1.03M – – –
CIS
311
Capital International Sarl
California
$1.02M +$33.5K +52 +4%
AWCI
312
Alpine Woods Capital Investors
New York
$1.01M -$322K -500 -25%
CAM
313
Cresset Asset Management
Illinois
$1.01M +$110K +170 +13%
GC
314
Guggenheim Capital
Illinois
$1.01M +$132K +205 +16%
KA
315
Kovack Advisors
Florida
$993K +$2.58K +4 +0.3%
TFS
316
TrustCore Financial Services
Tennessee
$993K +$26.4K +41 +3%
AC
317
Avestar Capital
New York
$990K +$106K +164 +13%
ANRIA
318
American National Registered Investment Advisor
Texas
$973K -$1.93K -3 -0.2%
William Blair & Company
319
William Blair & Company
Illinois
$957K +$77.3K +120 +9%
BMSSC
320
B. Metzler seel. Sohn & Co
Germany
$953K -$21.3K -33 -2%
FHA
321
Flagship Harbor Advisors
Massachusetts
$952K – – –
Vanguard Personalized Indexing Management
322
Vanguard Personalized Indexing Management
California
$942K +$67.6K +105 +8%
LA
323
Legacy Advisors
Pennsylvania
$931K +$644 +1 +0.1%
PWA
324
Phoenix Wealth Advisors
North Carolina
$915K +$17.4K +27 +2%
S
325
Seeyond
France
$911K -$110K -171 -11%