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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
401
Mutual of America Capital Management
New York
$853K +$898K +1,533 New
QI
402
Qtron Investments
Massachusetts
$852K
ZIM
403
Zacks Investment Management
Illinois
$850K
MFA
404
Mayflower Financial Advisors
Massachusetts
$847K +$145K +248 +19%
P8IP
405
Pier 88 Investment Partners
California
$835K +$275K +470 +46%
VWM
406
Venturi Wealth Management
Texas
$825K -$14.6K -25 -2%
IIM
407
INTECH Investment Management
Florida
$824K +$125K +214 +17%
RI
408
Ridgewood Investments
New Jersey
$822K
IAA
409
Independent Advisor Alliance
North Carolina
$804K -$148K -253 -15%
CB
410
Commerce Bank
Missouri
$804K -$2.38M -4,062 -74%
NW
411
NewEdge Wealth
Pennsylvania
$799K +$138K +236 +16%
DCM
412
DGS Capital Management
New Jersey
$784K -$7.03K -12 -0.8%
RL
413
Retireful LLC
Michigan
$759K -$234K -400 -23%
KRSITF
414
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$750K -$55.1K -94 -7%
IQI
415
Integrated Quantitative Investments
Washington
$750K +$789K +1,347 New
PL
416
Perpetual Ltd
Australia
$749K +$131K +224 +20%
Cambridge Investment Research Advisors
417
Cambridge Investment Research Advisors
Iowa
$742K +$30.5K +52 +4%
MHC
418
May Hill Capital
Massachusetts
$735K -$78.5K -134 -9%
Marshall Wace
419
Marshall Wace
United Kingdom
$733K -$71.2M -121,614 -99%
PAS
420
Park Avenue Securities
New York
$729K +$767K +1,310 New
AWM
421
Aviso Wealth Management
Washington
$727K -$26.9K -46 -3%
MGP
422
Metis Global Partners
California
$721K -$71.5K -122 -9%
MGIA
423
Moneta Group Investment Advisors
Missouri
$720K +$757K +1,293 New
MFG
424
Merit Financial Group
Georgia
$711K -$696K -1,189 -48%
RFP
425
Root Financial Partners
California
$708K -$780K -1,332 -51%