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HubSpot
HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
426
Valeo Financial Advisors
Indiana
$545K +$7.21K +12 +1%
BCM
427
BluePath Capital Management
Georgia
$544K -$14.4K -24 -3%
KWM
428
Kingsview Wealth Management
Oregon
$542K -$12.6K -21 -2%
MS
429
Maven Securities
Jersey
$541K +$519K +864 New
RFN
430
Redwood Financial Network
Ohio
$540K – – –
BRWA
431
B. Riley Wealth Advisors
Florida
$538K +$177K +294 +37%
FZCM
432
Flynn Zito Capital Management
New York
$531K +$509K +847 New
MOS
433
MGO One Seven
Ohio
$531K -$10.2K -17 -2%
FB
434
Fulton Bank
Pennsylvania
$529K +$53.5K +89 +12%
PL
435
Perpetual Ltd
Australia
$518K -$475K -790 -49%
AT
436
American Trust
Kentucky
$514K -$4.21K -7 -0.8%
KAS
437
Kestra Advisory Services
Texas
$513K +$134K +223 +37%
O
438
Ossiam
France
$508K +$79.9K +133 +20%
CPBTD
439
Central Pacific Bank - Trust Division
Hawaii
$487K +$460K +765 New
EA
440
Emerald Advisers
Pennsylvania
$487K -$4.81K -8 -1%
WWP
441
Waypoint Wealth Partners
California
$486K – – –
AIG
442
American International Group
New York
$484K – – –
AAS
443
Ameritas Advisory Services
Nebraska
$473K -$109K -181 -18%
FCM
444
Fourpath Capital Management
Oklahoma
$472K -$4.21K -7 -0.9%
HAG
445
HighPoint Advisor Group
Illinois
$470K +$64.9K +108 +16%
NW
446
NewEdge Wealth
Pennsylvania
$466K +$79.3K +132 +20%
GCM
447
Graham Capital Management
Connecticut
$461K -$204K -340 -32%
OAM
448
Ostrum Asset Management
France
$459K +$118K +196 +37%
BFG
449
Bleakley Financial Group
New Jersey
$458K +$4.21K +7 +1%
SW
450
Simplicity Wealth
New Jersey
$458K +$439K +731 New
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