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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
401
Venturi Wealth Management
Texas
$1.04M +$951K +1,480 +13,455%
RI
402
Ridgewood Investments
New Jersey
$1.03M -$4.5K -7 -0.5%
A
403
AlphaQuest
New York
$1.03M +$388K +603 +69%
ZIM
404
Zacks Investment Management
Illinois
$1.02M -$1.93K -3 -0.2%
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$1.02M +$93.2K +145 +11%
ECM
406
Everence Capital Management
Indiana
$1.01M +$932K +1,450 New
NW
407
NewEdge Wealth
Pennsylvania
$1.01M +$1.93K +3 +0.2%
AC
408
Allstate Corporation
Illinois
$1.01M +$928K +1,444 New
RIA
409
Regal Investment Advisors
Michigan
$999K +$95.8K +149 +12%
DCM
410
DGS Capital Management
New Jersey
$992K
IP
411
Interval Partners
New York
$977K -$3.5M -5,444 -80%
DIM
412
DC Investments Management
Virginia
$975K
Cambridge Investment Research Advisors
413
Cambridge Investment Research Advisors
Iowa
$969K +$173K +269 +24%
BC
414
Burney Company
Virginia
$969K -$121K -188 -12%
WF
415
WinCap Financial
Massachusetts
$969K +$894K +1,390 New
KIA
416
Kraematon Investment Advisors
Massachusetts
$965K -$34.7K -54 -4%
FGA
417
Fortis Group Advisors
New Jersey
$947K +$100K +156 +13%
PAG
418
Private Advisor Group
New Jersey
$941K +$14.1K +22 +2%
JWS
419
Juncture Wealth Strategies
Arizona
$940K +$25.7K +40 +3%
P
420
&Partners
Tennessee
$935K +$186K +290 +28%
AAM
421
Advisors Asset Management
Colorado
$931K -$49.5K -77 -5%
Susquehanna International Group
422
Susquehanna International Group
Pennsylvania
$930K +$52.7K +82 +7%
DT
423
Diversified Trust
Tennessee
$906K +$426K +662 +104%
KOCAA
424
Knights of Columbus Asset Advisors
Connecticut
$904K -$969K -1,507 -54%
SGI
425
Summit Global Investments
Utah
$889K +$10.9K +17 +1%