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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
351
CIBC Asset Management
Ontario, Canada
$1.02M +$4.21K +7 +0.4%
WFC
352
Western Financial Corp
California
$999K +$162K +270 +20%
SC
353
Savant Capital
Illinois
$996K +$956K +1,590 New
AWS
354
Atria Wealth Solutions
New York
$993K +$16.8K +28 +2%
Calamos Advisors
355
Calamos Advisors
Illinois
$981K +$941K +1,566 New
SGI
356
Summit Global Investments
Utah
$980K -$3.37M -5,600 -78%
AWM
357
Avitas Wealth Management
California
$972K +$18.6K +31 +2%
PAS
358
Park Avenue Securities
New York
$969K +$71.5K +119 +8%
FTDI
359
First Trust Direct Indexing
Massachusetts
$969K +$91.3K +152 +11%
NL
360
NVWM LLC
Pennsylvania
$968K +$216K +360 +30%
WCM Investment Management
361
WCM Investment Management
California
$959K +$21K +35 +2%
RI
362
Ridgewood Investments
New Jersey
$954K – – –
XT
363
XTX Topco
Cayman Islands
$946K +$289K +481 +47%
ML
364
McAdam LLC
Pennsylvania
$945K -$62.5K -104 -6%
GPA
365
Guerra Pan Advisors
New Jersey
$944K -$9.01K -15 -1%
TMAM
366
Tokio Marine Asset Management
Japan
$910K +$52.3K +87 +6%
WI
367
WrapManager Inc
California
$904K -$70.3K -117 -8%
CAN
368
Cetera Advisor Networks
California
$902K +$73.3K +122 +9%
DCM
369
DGS Capital Management
New Jersey
$894K – – –
William Blair & Company
370
William Blair & Company
Illinois
$894K +$90.7K +151 +12%
KA
371
Kovack Advisors
Florida
$890K +$6.01K +10 +0.7%
ZIM
372
Zacks Investment Management
Illinois
$890K +$853K +1,420 New
DIM
373
DC Investments Management
Virginia
$877K – – –
AWM
374
Aviso Wealth Management
Washington
$870K +$33.1K +55 +4%
AAG
375
Armstrong Advisory Group
Massachusetts
$866K – – –