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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
Spire Wealth Management
426
Spire Wealth Management
Virginia
$495K -$3.62M -6,929 -87%
FTDI
427
First Trust Direct Indexing
Massachusetts
$493K -$10.4K -20 -2%
ACM
428
Argent Capital Management
Missouri
$493K – – –
HFA
429
Harbert Fund Advisors
Alabama
$493K +$522K +1,000 New
Valeo Financial Advisors
430
Valeo Financial Advisors
Indiana
$487K -$55.9K -107 -10%
Lido Advisors
431
Lido Advisors
California
$466K +$30.8K +59 +7%
MGO One Seven
432
MGO One Seven
Ohio
$460K +$488K +935 New
Private Advisor Group
433
Private Advisor Group
New Jersey
$456K -$399K -764 -45%
HMS
434
Hanseatic Management Services
New Mexico
$453K +$1.04K +2 +0.2%
LOAMU
435
Lombard Odier Asset Management (USA)
New York
$447K -$37.6K -72 -7%
BCM
436
BluePath Capital Management
Georgia
$432K +$458K +877 New
RFN
437
Redwood Financial Network
Ohio
$425K -$8.36K -16 -2%
SEC
438
Seven Eight Capital
New York
$425K +$450K +862 New
CHP
439
Cable Hill Partners
Oregon
$420K +$1.04K +2 +0.2%
SignatureFD
440
SignatureFD
Georgia
$416K +$34K +65 +8%
Empower Advisory Group
441
Empower Advisory Group
Colorado
$414K -$64.3K -123 -13%
Diversified Trust
442
Diversified Trust
Tennessee
$414K -$112K -214 -20%
Perpetual Ltd
443
Perpetual Ltd
Australia
$399K -$234K -447 -36%
Fulton Bank
444
Fulton Bank
Pennsylvania
$396K +$34K +65 +9%
AIG
445
American International Group
New York
$391K -$28.7K -55 -6%
Welch & Forbes
446
Welch & Forbes
Massachusetts
$385K – – –
FCM
447
Fourpath Capital Management
Oklahoma
$383K -$14.1K -27 -3%
WWP
448
Waypoint Wealth Partners
California
$382K – – –
PFM
449
Peak Financial Management
Massachusetts
$380K +$403K +771 New
Maverick Capital
450
Maverick Capital
Texas
$378K -$54.3K -104 -12%