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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
401
Mercer Global Advisors
Colorado
$243K +$13.3K +42 +5%
FP
402
Foundry Partners
Minnesota
$242K +$285K +896 New
FDCDDQ
403
Federation des caisses Desjardins du Quebec
Quebec, Canada
$238K – – –
CCP
404
Corient Capital Partners
California
$237K – – –
ZCA
405
Zeke Capital Advisors
Pennsylvania
$233K – – –
WF
406
Welch & Forbes
Massachusetts
$233K +$26K +82 +10%
AWS
407
Atria Wealth Solutions
New York
$233K +$273K +861 New
RFN
408
Redwood Financial Network
Ohio
$232K +$9.21K +29 +3%
CHP
409
Cable Hill Partners
Oregon
$230K – – –
KCM
410
Kornitzer Capital Management
Kansas
$230K – – –
FTDI
411
First Trust Direct Indexing
Massachusetts
$227K -$16.2K -51 -6%
DGAM
412
Desjardins Global Asset Management
Quebec, Canada
$226K – – –
NYLIM
413
New York Life Investment Management
New York
$226K +$4.76K +15 +2%
SPIA
414
Steward Partners Investment Advisory
New York
$226K +$46.4K +146 +21%
DF
415
Donoghue Forlines
Massachusetts
$225K -$386K -1,214 -59%
APA
416
American Portfolios Advisors
New York
$221K -$318 -1 -0.1%
PFWA
417
Paces Ferry Wealth Advisors
Georgia
$220K +$2.22K +7 +0.9%
IWA
418
Icon Wealth Advisors
Texas
$219K +$257K +809 New
DT
419
Diversified Trust
Tennessee
$217K +$255K +802 New
FCM
420
Fourpath Capital Management
Oklahoma
$212K -$21.6K -68 -8%
RFC
421
Regions Financial Corp
Alabama
$212K +$26K +82 +12%
WWP
422
Waypoint Wealth Partners
California
$209K – – –
PFO
423
Pathstone Family Office
New Jersey
$206K +$229K +722 New
Simplex Trading
424
Simplex Trading
Illinois
$205K -$404K -1,271 -63%
TFCP
425
Twin Focus Capital Partners
Massachusetts
$205K -$318 -1 -0.1%