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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
351
Atria Wealth Solutions
New York
$904K -$27.4K -57 -4%
SFA
352
Sequoia Financial Advisors
Ohio
$894K +$518K +1,077 +233%
SG Americas Securities
353
SG Americas Securities
New York
$890K -$7.04M -14,624 -91%
RI
354
Ridgewood Investments
New Jersey
$884K -$67.4K -140 -8%
GPA
355
Guerra Pan Advisors
New Jersey
$883K +$5.77K +12 +0.8%
AWM
356
Avitas Wealth Management
California
$882K +$19.7K +41 +3%
WCM Investment Management
357
WCM Investment Management
California
$881K +$719K +1,495 New
AAG
358
Armstrong Advisory Group
Massachusetts
$866K
TCM
359
Twin Capital Management
Pennsylvania
$857K +$481 +1 +0.1%
WBC
360
Westpac Banking Corp
Australia
$850K -$62.1K -129 -8%
Bank of Nova Scotia
361
Bank of Nova Scotia
Ontario, Canada
$842K +$698K +1,450 New
JWS
362
Juncture Wealth Strategies
Arizona
$832K -$263K -547 -28%
PAS
363
Park Avenue Securities
New York
$829K +$7.22K +15 +1%
DCM
364
DGS Capital Management
New Jersey
$828K -$1.92K -4 -0.3%
VFA
365
Values First Advisors
Tennessee
$828K +$7.7K +16 +1%
KA
366
Kovack Advisors
Florida
$819K +$4.81K +10 +0.7%
DIM
367
DC Investments Management
Virginia
$813K
FTDI
368
First Trust Direct Indexing
Massachusetts
$809K +$189K +393 +39%
LA
369
Legacy Advisors
Pennsylvania
$803K +$1.92K +4 +0.3%
FHB
370
First Hawaiian Bank
Hawaii
$801K -$88.5K -184 -12%
TMAM
371
Tokio Marine Asset Management
Japan
$792K +$39.9K +83 +6%
GW
372
GW & Wade
Massachusetts
$776K
AWM
373
Aviso Wealth Management
Washington
$774K +$642K +1,334 New
IC
374
IEQ Capital
California
$770K -$93.3K -194 -13%
WFC
375
Western Financial Corp
California
$769K +$19.7K +41 +3%