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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
HVCM
401
Hel Ved Capital Management
Hong Kong
$608K +$645K +1,235 New
ADIM
402
Alpha DNA Investment Management
Maryland
$608K -$92.5K -177 -13%
GC
403
Gilbert & Cook
Iowa
$605K +$433K +828 +207%
IWC
404
Integrated Wealth Concepts
Massachusetts
$604K -$53.3K -102 -8%
CCM
405
Cinctive Capital Management
New York
$600K -$3.9M -7,469 -86%
NL
406
NVWM LLC
Pennsylvania
$596K +$37.1K +71 +6%
Envestnet Portfolio Solutions
407
Envestnet Portfolio Solutions
Illinois
$592K +$628K +1,203 New
PP
408
PDT Partners
New York
$591K -$1.25M -2,400 -67%
GS
409
GTS Securities
Florida
$585K -$315K -603 -34%
BA
410
Bridgewater Associates
Connecticut
$584K +$56.9K +109 +10%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$578K
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$570K +$8.36K +16 +1%
M1FG
413
Mach-1 Financial Group
Arkansas
$562K +$66.3K +127 +13%
FRM
414
Fox Run Management
Connecticut
$561K +$596K +1,140 New
KWM
415
Kingsview Wealth Management
Oregon
$561K -$1.57K -3 -0.3%
OSAM
416
O'Shaughnessy Asset Management
Connecticut
$556K +$324K +620 +122%
Wolverine Trading
417
Wolverine Trading
Illinois
$553K +$586K +1,122 New
TSW
418
Thompson Siegel & Walmsley
Virginia
$542K -$209K -400 -27%
BRWA
419
B. Riley Wealth Advisors
Florida
$538K -$438K -838 -43%
RI
420
Redwood Investments
Massachusetts
$537K
JF
421
Jump Financial
Illinois
$535K -$2.7M -5,168 -83%
VI
422
Vestcor Inc
New Brunswick, Canada
$528K
DIA
423
Dana Investment Advisors
Wisconsin
$523K +$4.7K +9 +0.9%
SPIA
424
Steward Partners Investment Advisory
New York
$522K +$98.2K +188 +22%
IA
425
IFP Advisors
Florida
$506K +$51.7K +99 +11%