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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
451
CKW Financial Group
Hawaii
$55K
EWA
452
EverSource Wealth Advisors
Alabama
$53K -$38.1K -120 -38%
CT
453
Cambridge Trust
Massachusetts
$53K
LSA
454
Leonteq Securities AG
Switzerland
$52.7K -$318 -1 -0.5%
SIC
455
Salem Investment Counselors
North Carolina
$51K
WFA
456
Wipfli Financial Advisors
Wisconsin
$49K +$57.2K +180 New
Lazard Asset Management
457
Lazard Asset Management
New York
$47K -$318 -1 -0.6%
ACM
458
Adalta Capital Management
New York
$46K
IFAM
459
Institutional & Family Asset Management
Colorado
$44K +$318 +1 +0.6%
QC
460
Quent Capital
New York
$43K -$2.22K -7 -4%
ATC
461
Adirondack Trust Company
New York
$43K
GAAM
462
Guinness Atkinson Asset Management
California
$43K
National Bank of Canada
463
National Bank of Canada
Quebec, Canada
$43K
HWMA
464
Heritage Wealth Management (Arizona)
Arizona
$41K
CA
465
Clearstead Advisors
Ohio
$38K
KFP
466
KB Financial Partners
New Jersey
$37K -$6.35K -20 -13%
QCG
467
Quadrant Capital Group
Ohio
$34K -$41.9K -132 -51%
Baillie Gifford & Co
468
Baillie Gifford & Co
United Kingdom
$34K -$1.59K -5 -4%
KFS
469
Kelly Financial Services
Massachusetts
$29.2K -$953 -3 -3%
LS
470
Livforsakringsbolaget Skandia
Sweden
$27K -$95.3K -300 -75%
CLOS
471
Compagnie Lombard Odier SCmA
Switzerland
$27K
TFS
472
TrustCore Financial Services
Tennessee
$26K +$12.4K +39 +66%
BBHC
473
Brown Brothers Harriman & Co
New York
$24K
BC
474
Bartlett & Co
Ohio
$22K
CFO
475
CVA Family Office
Colorado
$22K +$19.1K +60 +300%