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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
Valeo Financial Advisors
476
Valeo Financial Advisors
Indiana
$234K +$223K +346 New
ALAM
477
Asahi Life Asset Management
Japan
$233K -$300K -465 -57%
Bessemer Group
478
Bessemer Group
New Jersey
$233K +$145K +225 +188%
ECG
479
Edge Capital Group
Georgia
$232K +$221K +343 New
AAM
480
Azzad Asset Management
Virginia
$228K +$217K +337 New
CI
481
Cigna Investments
Connecticut
$224K +$214K +332 New
FNC
482
First National Corp
Massachusetts
$224K +$214K +332 New
TW
483
TrinityPoint Wealth
Connecticut
$222K -$21.9K -34 -9%
CCP
484
Cardan Capital Partners
Colorado
$220K +$209K +325 New
HWA
485
HHM Wealth Advisors
Tennessee
$218K +$3.22K +5 +2%
CAPTRUST Financial Advisors
486
CAPTRUST Financial Advisors
North Carolina
$218K +$35.4K +55 +21%
Personal Capital Advisors
487
Personal Capital Advisors
California
$217K +$207K +321 New
DWP
488
Destiny Wealth Partners
Florida
$214K +$204K +316 New
Mather Group
489
Mather Group
Illinois
$211K +$201K +312 New
IWP
490
Icon Wealth Partners
Texas
$210K +$200K +310 New
GCP
491
GSA Capital Partners
United Kingdom
$204K -$117K -181 -38%
MSFS
492
Main Street Financial Solutions
Pennsylvania
$204K +$195K +302 New
SG Americas Securities
493
SG Americas Securities
New York
$203K -$24.6M -38,219 -99%
MLL
494
Moody Lynn & Lieberson
Massachusetts
$203K +$193K +300 New
Coldstream Capital Management
495
Coldstream Capital Management
Washington
$202K +$146K +226 +49%
Clearstead Advisors
496
Clearstead Advisors
Ohio
$168K – – –
First Horizon Advisors
497
First Horizon Advisors
Tennessee
$168K +$10.3K +16 +7%
BU
498
BBVA USA
Alabama
$162K -$40.6K -63 -21%
GAAM
499
Guinness Atkinson Asset Management
California
$149K – – –
Belpointe Asset Management
500
Belpointe Asset Management
Nevada
$143K -$549K -852 -80%