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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
MFAM
426
Motley Fool Asset Management
Virginia
$503K +$4.7K +9 +0.9%
SWM
427
Spire Wealth Management
Virginia
$495K -$3.62M -6,929 -87%
FTDI
428
First Trust Direct Indexing
Massachusetts
$493K -$10.4K -20 -2%
ACM
429
Argent Capital Management
Missouri
$493K
HFA
430
Harbert Fund Advisors
Alabama
$493K +$522K +1,000 New
VFA
431
Valeo Financial Advisors
Indiana
$487K -$55.9K -107 -10%
Lido Advisors
432
Lido Advisors
California
$466K +$30.8K +59 +7%
MOS
433
MGO One Seven
Ohio
$460K +$488K +935 New
PAG
434
Private Advisor Group
New Jersey
$456K -$399K -764 -45%
HMS
435
Hanseatic Management Services
New Mexico
$453K +$1.04K +2 +0.2%
LOAMU
436
Lombard Odier Asset Management (USA)
New York
$447K -$37.6K -72 -7%
BCM
437
BluePath Capital Management
Georgia
$432K +$458K +877 New
RFN
438
Redwood Financial Network
Ohio
$425K -$8.36K -16 -2%
SEC
439
Seven Eight Capital
New York
$425K +$450K +862 New
CHP
440
Cable Hill Partners
Oregon
$420K +$1.04K +2 +0.2%
S
441
SignatureFD
Georgia
$416K +$34K +65 +8%
Empower Advisory Group
442
Empower Advisory Group
Colorado
$414K -$64.3K -123 -13%
DT
443
Diversified Trust
Tennessee
$414K -$112K -214 -20%
PL
444
Perpetual Ltd
Australia
$399K -$234K -447 -36%
FB
445
Fulton Bank
Pennsylvania
$396K +$34K +65 +9%
AIG
446
American International Group
New York
$391K -$28.7K -55 -6%
WF
447
Welch & Forbes
Massachusetts
$385K
FCM
448
Fourpath Capital Management
Oklahoma
$383K -$14.1K -27 -3%
WWP
449
Waypoint Wealth Partners
California
$382K
PFM
450
Peak Financial Management
Massachusetts
$380K +$403K +771 New