We are live on ! Find out more
HUBS icon

HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
476
Institute for Wealth Management
Colorado
$16.4K +$18.8K +90 New
WETS
477
Wealth Enhancement Trust Services
South Dakota
$15.9K +$18.2K +87 New
SL
478
Salomon & Ludwin
Virginia
$15.2K -$2.3K -11 -12%
ZBNA
479
Zions Bancorporation, National Association
Utah
$14.8K +$3.76K +18 +29%
Bank Julius Baer & Co
480
Bank Julius Baer & Co
Switzerland
$13.7K – – –
VEA
481
Virtus ETF Advisers
New York
$13.7K -$273K -1,305 -95%
HWP
482
Highline Wealth Partners
California
$13.5K +$5.23K +25 +51%
HNB
483
Huntington National Bank
Ohio
$13.3K -$18.2K -87 -54%
CFO
484
CVA Family Office
Colorado
$13.1K -$36.2K -173 -71%
AWA
485
Acumen Wealth Advisors
Tennessee
$13K +$1.46K +7 +11%
ADL
486
Asset Dedication LLC
California
$12.6K -$7.95K -38 -36%
APW
487
Allied Private Wealth
Florida
$11.9K +$12.5K +60 New
PWA
488
Physician Wealth Advisors
Utah
$11.7K – – –
SIC
489
SJS Investment Consulting
Ohio
$11.5K -$2.3K -11 -15%
BIA
490
Bell Investment Advisors
California
$11.1K +$5.44K +26 +74%
AT
491
Arlington Trust
Alabama
$11K – – –
PS
492
Planning Strategies
Pennsylvania
$10.2K +$11.7K +56 New
IA
493
IFG Advisory
Georgia
$9.49K +$10.9K +52 New
PWMG
494
Private Wealth Management Group
New Jersey
$9.31K -$418 -2 -4%
AUB
495
Atlantic Union Bankshares
Virginia
$9.13K -$25.5K -122 -71%
GFA
496
Godfrey Financial Associates
New York
$9.13K – – –
KFI
497
Key Financial Inc
Pennsylvania
$9.13K – – –
BWL
498
Bogart Wealth LLC
Virginia
$8.39K +$6.48K +31 +207%
National Bank of Canada
499
National Bank of Canada
Quebec, Canada
$7.42K -$217K -1,039 -96%
MA
500
MCF Advisors
Kentucky
$7.3K – – –