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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
426
Coldstream Capital Management
Washington
$270K -$29.7K -57 -11%
CCP
427
Corient Capital Partners
California
$270K +$241K +463 New
TSS
428
Two Sigma Securities
New York
$266K -$344K -660 -59%
FAIM
429
Financial Advocates Investment Management
Washington
$266K
SWP
430
Stratos Wealth Partners
Ohio
$265K +$1.04K +2 +0.4%
WJWM
431
Williams Jones Wealth Management
New York
$262K -$18.3K -35 -7%
IC
432
IEQ Capital
California
$260K +$233K +446 New
KeyBank National Association
433
KeyBank National Association
Ohio
$259K +$232K +444 New
AI
434
Accredited Investors
Minnesota
$255K +$228K +437 New
9WM
435
9258 Wealth Management
Ohio
$254K +$227K +436 New
RJT
436
Raymond James Trust
Florida
$254K +$228K +437 New
Mercer Global Advisors
437
Mercer Global Advisors
Colorado
$244K +$219K +419 New
QT
438
Quantamental Technologies
New York
$244K +$219K +419 New
TIAM2
439
Tru Independence Asset Management 2
Oregon
$244K +$219K +419 New
UCFA
440
United Capital Financial Advisors
Texas
$238K +$213K +409 New
SPIA
441
Steward Partners Investment Advisory
New York
$236K +$3.13K +6 +2%
WWM
442
Wolff Wiese Magana
California
$234K +$1.56K +3 +0.8%
PCH
443
Polar Capital Holdings
United Kingdom
$229K +$14.1M +27,098 +7%
CAM
444
Claret Asset Management
Quebec, Canada
$229K +$205K +393 New
SAM
445
Silvercrest Asset Management
New York
$227K -$65.2K -125 -24%
PCM
446
Prelude Capital Management
New York
$226K -$204K -392 -50%
LNWWM
447
Laird Norton Wetherby Wealth Management
California
$226K +$202K +387 New
EDRIA
448
Edmonds Duncan Registered Investment Advisors
Kansas
$220K +$197K +378 New
Rockefeller Capital Management
449
Rockefeller Capital Management
New York
$217K +$73.5K +141 +61%
PTC
450
Petrus Trust Company
Texas
$215K +$192K +369 New