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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
SignatureFD
426
SignatureFD
Georgia
$491K +$481 +1 +0.1%
AT
427
American Trust
Kentucky
$480K +$152K +316 +62%
Valeo Financial Advisors
428
Valeo Financial Advisors
Indiana
$478K -$78.9K -164 -17%
BRWA
429
B. Riley Wealth Advisors
Florida
$463K -$141K -294 -27%
Emerald Advisers
430
Emerald Advisers
Pennsylvania
$456K +$378K +785 New
WWP
431
Waypoint Wealth Partners
California
$450K – – –
Empower Advisory Group
432
Empower Advisory Group
Colorado
$449K -$31.8K -66 -8%
AIG
433
American International Group
New York
$449K -$10.1K -21 -3%
PFM
434
Peak Financial Management
Massachusetts
$448K – – –
Federation des caisses Desjardins du Quebec
435
Federation des caisses Desjardins du Quebec
Quebec, Canada
$447K -$442K -919 -54%
FCM
436
Fourpath Capital Management
Oklahoma
$441K -$8.66K -18 -2%
Fulton Bank
437
Fulton Bank
Pennsylvania
$439K -$23.1K -48 -6%
Harvest Fund Management
438
Harvest Fund Management
China
$429K +$181K +377 +104%
HighPoint Advisor Group
439
HighPoint Advisor Group
Illinois
$428K +$327K +679 New
Bleakley Financial Group
440
Bleakley Financial Group
New Jersey
$420K +$16.8K +35 +5%
Simplicity Solutions
441
Simplicity Solutions
Minnesota
$420K +$16.8K +35 +5%
PTC
442
Petrus Trust Company
Texas
$418K +$346K +720 New
Capula Management
443
Capula Management
Cayman Islands
$415K +$113K +234 +49%
IWA
444
Icon Wealth Advisors
Texas
$415K +$344K +714 New
AIM
445
Arcadia Investment Management
Michigan
$406K – – –
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$402K +$37K +77 +13%
Ossiam
447
Ossiam
France
$393K – – –
WAG
448
Winthrop Advisory Group
Massachusetts
$391K +$88K +183 +37%
Leonteq Securities AG
449
Leonteq Securities AG
Switzerland
$391K +$26K +54 +9%
QI
450
Qtron Investments
Massachusetts
$390K – – –