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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
WFC
351
Western Financial Corp
California
$999K +$162K +270 +20%
SC
352
Savant Capital
Illinois
$996K +$956K +1,590 New
AWS
353
Atria Wealth Solutions
New York
$993K +$16.8K +28 +2%
Calamos Advisors
354
Calamos Advisors
Illinois
$981K +$941K +1,566 New
SGI
355
Summit Global Investments
Utah
$980K -$3.37M -5,600 -78%
AWM
356
Avitas Wealth Management
California
$972K +$18.6K +31 +2%
PAS
357
Park Avenue Securities
New York
$969K +$71.5K +119 +8%
FTDI
358
First Trust Direct Indexing
Massachusetts
$969K +$91.3K +152 +11%
NL
359
NVWM LLC
Pennsylvania
$968K +$216K +360 +30%
WCM Investment Management
360
WCM Investment Management
California
$959K +$21K +35 +2%
RI
361
Ridgewood Investments
New Jersey
$954K
XT
362
XTX Topco
Cayman Islands
$946K +$289K +481 +47%
ML
363
McAdam LLC
Pennsylvania
$945K -$62.5K -104 -6%
GPA
364
Guerra Pan Advisors
New Jersey
$944K -$9.01K -15 -1%
TMAM
365
Tokio Marine Asset Management
Japan
$910K +$52.3K +87 +6%
WI
366
WrapManager Inc
California
$904K -$70.3K -117 -8%
CAN
367
Cetera Advisor Networks
California
$902K +$73.3K +122 +9%
DCM
368
DGS Capital Management
New Jersey
$894K
William Blair & Company
369
William Blair & Company
Illinois
$894K +$90.7K +151 +12%
KA
370
Kovack Advisors
Florida
$890K +$6.01K +10 +0.7%
ZIM
371
Zacks Investment Management
Illinois
$890K +$853K +1,420 New
DIM
372
DC Investments Management
Virginia
$877K
AWM
373
Aviso Wealth Management
Washington
$870K +$33.1K +55 +4%
AAG
374
Armstrong Advisory Group
Massachusetts
$866K
Envestnet Portfolio Solutions
375
Envestnet Portfolio Solutions
Illinois
$862K +$115K +191 +16%