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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
Profund Advisors
476
Profund Advisors
Maryland
$290K +$11.3K +15 +4%
Accredited Investors
477
Accredited Investors
Minnesota
$288K – – –
Stonegate Investment Group
478
Stonegate Investment Group
Alabama
$288K +$331K +437 New
Barings
479
Barings
North Carolina
$286K -$101K -133 -23%
GWSG
480
GPS Wealth Strategies Group
Colorado
$275K +$15.9K +21 +5%
PTC
481
Petrus Trust Company
Texas
$272K +$312K +413 New
SignatureFD
482
SignatureFD
Georgia
$271K +$2.27K +3 +0.7%
Coldstream Capital Management
483
Coldstream Capital Management
Washington
$265K -$218K -288 -42%
Livforsakringsbolaget Skandia
484
Livforsakringsbolaget Skandia
Sweden
$264K -$227K -300 -43%
KFS
485
Kaizen Financial Strategies
California
$264K – – –
Aquatic Capital Management
486
Aquatic Capital Management
Illinois
$264K +$303K +400 New
Parallel Advisors
487
Parallel Advisors
California
$261K +$21.2K +28 +8%
VAFP
488
Vahanian & Associates Financial Planning
New York
$261K +$300K +396 New
MC
489
Moors & Cabot
Massachusetts
$257K -$1.51K -2 -0.5%
BRWM
490
B. Riley Wealth Management
Tennessee
$252K -$2.27K -3 -0.8%
CAPTRUST Financial Advisors
491
CAPTRUST Financial Advisors
North Carolina
$251K +$44.6K +59 +18%
O'Shaughnessy Asset Management
492
O'Shaughnessy Asset Management
Connecticut
$250K +$8.32K +11 +3%
TIAM2
493
Tru Independence Asset Management 2
Oregon
$248K – – –
MCM
494
Manchester Capital Management
Vermont
$245K +$1.51K +2 +0.5%
MPM
495
MBB Public Markets
Illinois
$244K +$280K +370 New
LOAMS
496
Lombard Odier Asset Management (Switzerland)
Switzerland
$243K +$279K +369 New
AIM
497
Arcadia Investment Management
Michigan
$241K – – –
IWP
498
Icon Wealth Partners
Texas
$241K +$42.4K +56 +18%
MWM
499
Minot Wealth Management
Massachusetts
$231K -$101K -133 -27%
OFS
500
OneAscent Financial Services
Alabama
$231K +$266K +351 New