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HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
476
Coastline Trust
Rhode Island
$306K +$269K +575 New
AFG
477
Albion Financial Group
Utah
$304K -$201K -428 -43%
MCP
478
Mirador Capital Partners
California
$304K -$20.2K -43 -7%
QI
479
Qtron Investments
Massachusetts
$303K +$267K +570 New
SC
480
Shay Capital
New York
$303K -$61.4K -131 -19%
PA
481
Parallel Advisors
California
$299K -$3.75K -8 -1%
MFG
482
Merit Financial Group
Georgia
$295K +$260K +554 New
BAM
483
Berkshire Asset Management
Pennsylvania
$293K +$14.5K +31 +6%
IFG
484
Independent Financial Group
California
$286K -$5.16K -11 -2%
YCM
485
Yousif Capital Management
Michigan
$286K -$937 -2 -0.4%
GSEP
486
Golden State Equity Partners
California
$284K -$1.41K -3 -0.6%
ACA
487
Affinity Capital Advisors
California
$281K -$4.22K -9 -2%
PFWA
488
Paces Ferry Wealth Advisors
Georgia
$278K -$136K -290 -36%
WA
489
Wealth Alliance
New York
$278K +$12.7K +27 +5%
BFA
490
Benedict Financial Advisors
Georgia
$274K – – –
WAG
491
Winthrop Advisory Group
Massachusetts
$272K -$7.03K -15 -3%
BP
492
Ballentine Partners
Massachusetts
$271K -$1.41K -3 -0.6%
OSAM
493
O'Shaughnessy Asset Management
Connecticut
$271K +$239K +509 New
HWM
494
HB Wealth Management
Georgia
$270K -$80.1K -171 -25%
FP
495
Foundry Partners
Minnesota
$270K – – –
PWS
496
Private Wealth Strategies
Ohio
$266K – – –
CI
497
Cigna Investments
Connecticut
$264K – – –
CFP
498
Catalyst Financial Partners
Massachusetts
$263K +$10.8K +23 +5%
CGH
499
Crossmark Global Holdings
Texas
$259K +$218K +466 New
AAM
500
Advisors Asset Management
Colorado
$258K +$44.5K +95 +24%
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