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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
451
Baldwin Wealth Partners
Massachusetts
$262K – – –
DF
452
Donoghue Forlines
Massachusetts
$260K -$65K -178 -23%
Harvest Fund Management
453
Harvest Fund Management
China
$258K +$219K +601 New
LGT Fund Management
454
LGT Fund Management
Liechtenstein
$257K +$219K +600 New
DFCM
455
Dark Forest Capital Management
Puerto Rico
$255K +$217K +595 New
Raymond James Trust
456
Raymond James Trust
Florida
$253K -$41.6K -114 -16%
FMAEN1
457
Fund Management at Engine No 1
California
$253K +$215K +590 New
MAS
458
Meeder Advisory Services
Ohio
$252K +$215K +588 New
FFA
459
Founders Financial Alliance
North Carolina
$245K +$216K +591 New
Parallel Advisors
460
Parallel Advisors
California
$244K +$10.9K +30 +6%
Ancora Advisors
461
Ancora Advisors
Ohio
$241K -$12K -33 -6%
JWS
462
Juncture Wealth Strategies
Arizona
$240K -$120K -330 -37%
Independent Financial Group
463
Independent Financial Group
California
$235K +$200K +548 New
Yousif Capital Management
464
Yousif Capital Management
Michigan
$231K +$197K +539 New
ACA
465
Affinity Capital Advisors
California
$231K +$196K +538 New
GSEP
466
Golden State Equity Partners
California
$230K +$196K +537 New
WAG
467
Winthrop Advisory Group
Massachusetts
$226K +$192K +526 New
BAM
468
Berkshire Asset Management
Pennsylvania
$223K +$190K +520 New
BFA
469
Benedict Financial Advisors
Georgia
$221K +$188K +515 New
CAM
470
Claret Asset Management
Quebec, Canada
$220K +$187K +512 New
Ballentine Partners
471
Ballentine Partners
Massachusetts
$220K +$187K +512 New
FP
472
Foundry Partners
Minnesota
$217K +$185K +507 New
PWS
473
Private Wealth Strategies
Ohio
$214K +$182K +500 New
WA
474
Wealth Alliance
New York
$212K +$181K +495 New
United Capital Financial Advisors
475
United Capital Financial Advisors
Texas
$212K +$181K +495 New