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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
451
Brewin Dolphin Wealth Management
Ireland
$34.1K
TCM
452
Tradewinds Capital Management
Washington
$31K
IAIM
453
International Assets Investment Management
Florida
$29K
BCA
454
Berman Capital Advisors
Georgia
$27K -$2.64K -6 -9%
HI
455
Harbour Investments
Wisconsin
$27K +$26.4K +60 New
WAM
456
Wolverine Asset Management
Illinois
$27K +$26.8K +61 New
LF
457
Lee Financial
Texas
$24K -$7.47K -17 -25%
IA
458
IFP Advisors
Florida
$23K -$4.39K -10 -17%
SSB
459
Sandy Spring Bank
Maryland
$23K
GWM
460
Geneos Wealth Management
Colorado
$23K +$19.8K +45 New
PCIA
461
Prime Capital Investment Advisors
Kansas
$22K +$4.83K +11 +29%
LC
462
Lindbrook Capital
California
$22K +$7.47K +17 +53%
TFS
463
TrustCore Financial Services
Tennessee
$22K +$9.23K +21 +75%
CAM
464
Close Asset Management
United Kingdom
$20K +$18.9K +43 New
AWM
465
Activest Wealth Management
Florida
$18K +$17.6K +40 New
SFS
466
Sowell Financial Services
Arkansas
$17K -$22.8K -52 -60%
ST
467
Smithfield Trust
Pennsylvania
$17K
WAS
468
Winch Advisory Services
Wisconsin
$16K +$4.39K +10 +38%
FRA
469
Front Row Advisors
California
$15K -$4.39K -10 -24%
EARNEST Partners
470
EARNEST Partners
Georgia
$15K
AIP
471
Ameritas Investment Partners
Nebraska
$13K
Loomis, Sayles & Company
472
Loomis, Sayles & Company
Massachusetts
$13K
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$10K
SA
474
SRH Advisors
Kansas
$10K
PAI
475
Pittenger & Anderson Inc
Nebraska
$10K +$439 +1 +5%