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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$226K +$202K +387 New
EDRIA
452
Edmonds Duncan Registered Investment Advisors
Kansas
$220K +$197K +378 New
Rockefeller Capital Management
453
Rockefeller Capital Management
New York
$217K +$73.5K +141 +61%
PTC
454
Petrus Trust Company
Texas
$215K +$192K +369 New
AIM
455
Arcadia Investment Management
Michigan
$213K – – –
TW
456
TrinityPoint Wealth
Connecticut
$212K +$189K +363 New
SG
457
StoneX Group
New York
$212K +$190K +364 New
APA
458
American Portfolios Advisors
New York
$212K -$4.69K -9 -2%
YIA
459
YHB Investment Advisors
Connecticut
$209K +$187K +358 New
LSA
460
Leonteq Securities AG
Switzerland
$204K +$104K +200 +133%
CAM
461
Concorde Asset Management
Michigan
$201K -$210K -403 -54%
GWSG
462
GPS Wealth Strategies Group
Colorado
$188K -$19.8K -38 -11%
PA
463
Parallel Advisors
California
$187K +$16.2K +31 +11%
HWA
464
HHM Wealth Advisors
Tennessee
$185K +$28.2K +54 +21%
BU
465
BBVA USA
Alabama
$177K +$158K +303 New
HFM
466
Harvest Fund Management
China
$160K -$53.2K -102 -27%
S
467
SignatureFD
Georgia
$158K +$40.2K +77 +39%
CAPTRUST Financial Advisors
468
CAPTRUST Financial Advisors
North Carolina
$156K +$8.35K +16 +6%
CA
469
Clearstead Advisors
Ohio
$145K – – –
FHA
470
First Horizon Advisors
Tennessee
$135K – – –
GAAM
471
Guinness Atkinson Asset Management
California
$128K – – –
CFG
472
CKW Financial Group
Hawaii
$119K – – –
FMT
473
First Mercantile Trust
Tennessee
$118K +$106K +203 New
SIC
474
Salem Investment Counselors
North Carolina
$110K – – –
ATC
475
Adirondack Trust Company
New York
$93K – – –