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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$278K +$15.5K +24 +6%
FMT
452
First Mercantile Trust
Tennessee
$277K +$133K +206 +101%
S
453
SignatureFD
Georgia
$276K +$87.6K +136 +50%
IFG
454
Independent Financial Group
California
$275K -$70.2K -109 -21%
KFS
455
Kaizen Financial Strategies
California
$270K +$258K +400 New
DT
456
Diversified Trust
Tennessee
$269K +$256K +398 New
AS
457
Altshuler Shaham
Israel
$268K -$72.2K -112 -22%
EDRIA
458
Edmonds Duncan Registered Investment Advisors
Kansas
$268K +$11.6K +18 +5%
GWSG
459
GPS Wealth Strategies Group
Colorado
$268K +$47K +73 +23%
MC
460
Moors & Cabot
Massachusetts
$265K +$253K +392 New
DTL
461
Dynamic Technology Lab
Singapore
$264K -$445K -690 -64%
BNP Paribas Asset Management
462
BNP Paribas Asset Management
France
$262K -$57.3K -89 -19%
LSA
463
Leonteq Securities AG
Switzerland
$261K +$23.2K +36 +10%
BRWM
464
B. Riley Wealth Management
Tennessee
$260K +$248K +385 New
QP
465
Quilter Plc
United Kingdom
$260K +$248K +385 New
TIAM2
466
Tru Independence Asset Management 2
Oregon
$254K -$27.7K -43 -10%
DIM
467
DC Investments Management
Virginia
$251K +$239K +371 New
MCM
468
Manchester Capital Management
Vermont
$250K +$238K +370 New
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$249K -$301K -467 -56%
PA
470
Parallel Advisors
California
$249K +$30.3K +47 +15%
AIM
471
Arcadia Investment Management
Michigan
$247K – – –
SG
472
StoneX Group
New York
$247K +$1.29K +2 +0.5%
APA
473
American Portfolios Advisors
New York
$245K -$644 -1 -0.3%
YIA
474
YHB Investment Advisors
Connecticut
$242K – – –
SS
475
Simplicity Solutions
Minnesota
$237K +$226K +351 New