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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
451
Compagnie Lombard Odier SCmA
Switzerland
$45K – – –
ACM
452
Allred Capital Management
Texas
$42.2K +$40.9K +93 New
WP
453
WealthShield Partners
North Carolina
$40K +$39.1K +89 New
BDWM
454
Brewin Dolphin Wealth Management
Ireland
$34.1K – – –
TCM
455
Tradewinds Capital Management
Washington
$31K – – –
IAIM
456
International Assets Investment Management
Florida
$29K – – –
BCA
457
Berman Capital Advisors
Georgia
$27K -$2.64K -6 -9%
HI
458
Harbour Investments
Wisconsin
$27K +$26.4K +60 New
WAM
459
Wolverine Asset Management
Illinois
$27K +$26.8K +61 New
LF
460
Lee Financial
Texas
$24K -$7.47K -17 -25%
IA
461
IFP Advisors
Florida
$23K -$4.39K -10 -17%
SSB
462
Sandy Spring Bank
Maryland
$23K – – –
GWM
463
Geneos Wealth Management
Colorado
$23K +$19.8K +45 New
PCIA
464
Prime Capital Investment Advisors
Kansas
$22K +$4.83K +11 +29%
LC
465
Lindbrook Capital
California
$22K +$7.47K +17 +53%
TFS
466
TrustCore Financial Services
Tennessee
$22K +$9.23K +21 +75%
CAM
467
Close Asset Management
United Kingdom
$20K +$18.9K +43 New
AWM
468
Activest Wealth Management
Florida
$18K +$17.6K +40 New
SFS
469
Sowell Financial Services
Arkansas
$17K -$22.8K -52 -60%
ST
470
Smithfield Trust
Pennsylvania
$17K – – –
WAS
471
Winch Advisory Services
Wisconsin
$16K +$4.39K +10 +38%
FRA
472
Front Row Advisors
California
$15K -$4.39K -10 -24%
EARNEST Partners
473
EARNEST Partners
Georgia
$15K – – –
AIP
474
Ameritas Investment Partners
Nebraska
$13K – – –
Loomis, Sayles & Company
475
Loomis, Sayles & Company
Massachusetts
$13K – – –