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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
401
Financial Advocates Investment Management
Washington
$207K +$200K +456 New
SWP
402
Stratos Wealth Partners
Ohio
$206K -$65.5K -149 -25%
KP
403
Keel Point
Alabama
$202K +$195K +444 New
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K -$116K -263 -38%
VFA
405
Valeo Financial Advisors
Indiana
$186K +$15.4K +35 +9%
SPIA
406
Steward Partners Investment Advisory
New York
$181K +$49.2K +112 +39%
WWM
407
Wolff Wiese Magana
California
$181K +$3.52K +8 +2%
APA
408
American Portfolios Advisors
New York
$169K +$1.76K +4 +1%
AIM
409
Arcadia Investment Management
Michigan
$166K
HFM
410
Harvest Fund Management
China
$164K +$13.2K +30 +9%
GWSG
411
GPS Wealth Strategies Group
Colorado
$163K +$159K +361 New
HIA
412
Harbor Investment Advisory
Maryland
$156K
DWP
413
Destiny Wealth Partners
Florida
$144K
PA
414
Parallel Advisors
California
$132K +$10.1K +23 +9%
HWA
415
HHM Wealth Advisors
Tennessee
$119K
CAPTRUST Financial Advisors
416
CAPTRUST Financial Advisors
North Carolina
$114K +$97.1K +221 +737%
CA
417
Clearstead Advisors
Ohio
$113K
CFB
418
Cullen/Frost Bankers
Texas
$109K
Rockefeller Capital Management
419
Rockefeller Capital Management
New York
$105K +$51.8K +118 +103%
FHA
420
First Horizon Advisors
Tennessee
$104K -$15.4K -35 -13%
GAAM
421
Guinness Atkinson Asset Management
California
$100K +$87K +198 +900%
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$96K +$92.7K +211 New
CFG
423
CKW Financial Group
Hawaii
$92K
HPC
424
HM Payson & Co
Maine
$92K
S
425
SignatureFD
Georgia
$89K +$25.9K +59 +43%