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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
451
True Wealth Design
Ohio
$49.6K +$16.1K +77 +39%
SS
452
SBI Securities
Japan
$46.5K +$3.97K +19 +8%
GI
453
GAMMA Investing
California
$45.4K -$40.6K -194 -44%
GRP
454
Global Retirement Partners
California
$38.3K +$43.9K +210 New
MIFH
455
Migdal Insurance & Financial Holdings
Israel
$38.3K +$43.9K +210 New
TFM
456
TFC Financial Management
Massachusetts
$38.1K +$4.81K +23 +12%
CSC
457
Caldwell Sutter Capital
California
$31.8K +$36.4K +174 New
ATC
458
Adirondack Trust Company
New York
$29.2K – – –
SIC
459
Salem Investment Counselors
North Carolina
$27.4K – – –
NF
460
Napier Financial
Massachusetts
$26.5K – – –
VSQM
461
V-Square Quantitative Management
Illinois
$25.9K -$171K -818 -85%
Nomura Asset Management
462
Nomura Asset Management
Japan
$25.6K -$3.46M -16,560 -99%
SFAM
463
Sawyer Falduto Asset Management
Illinois
$25.4K – – –
MG
464
Mather Group
Illinois
$24.9K -$836 -4 -3%
AWM
465
Activest Wealth Management
Florida
$23.2K +$14K +67 +112%
PFBT
466
Parkside Financial Bank & Trust
Missouri
$22.8K -$14.2K -68 -35%
PWPS
467
Pinnacle Wealth Planning Services
Ohio
$21.4K +$627 +3 +3%
PWA
468
Provenance Wealth Advisors
Florida
$21K – – –
WIM
469
Westside Investment Management
California
$20.8K -$6.9K -33 -22%
WT
470
Whittier Trust
California
$20.2K -$2.51K -12 -10%
SWM
471
SHP Wealth Management
Massachusetts
$19.3K +$13.8K +66 +165%
EWP
472
Elevation Wealth Partners
California
$19.2K +$11.1K +53 +102%
HI
473
Harbour Investments
Wisconsin
$18.4K -$9.41K -45 -31%
Mitsubishi UFJ Asset Management
474
Mitsubishi UFJ Asset Management
Japan
$17.5K -$11.6M -55,456 -100%
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$17K +$1.05K +5 +6%