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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
476
Swiss Life Asset Management
$368K -$1.38M -2,302 -80%
Northwestern Mutual Wealth Management
477
Northwestern Mutual Wealth Management
Wisconsin
$367K +$22.2K +37 +7%
HI
478
Harbour Investments
Wisconsin
$363K +$3.61K +6 +1%
CT
479
Coastline Trust
Rhode Island
$360K
LNWWM
480
Laird Norton Wetherby Wealth Management
California
$358K -$4.81K -8 -1%
AFG
481
Albion Financial Group
Utah
$358K -$601 -1 -0.2%
SWP
482
Stratos Wealth Partners
Ohio
$352K +$42.1K +70 +14%
RRCM
483
Rappaport Reiches Capital Management
Illinois
$351K +$337K +560 New
RJT
484
Raymond James Trust
Florida
$349K -$21K -35 -6%
BFS
485
Bradley Foster & Sargent
Connecticut
$346K +$332K +552 New
SFG
486
Synergy Financial Group
California
$343K +$52.3K +87 +19%
PFS
487
Prospera Financial Services
Texas
$338K +$106K +176 +48%
SFA
488
Sequoia Financial Advisors
Ohio
$333K -$606K -1,008 -65%
CAPTRUST Financial Advisors
489
CAPTRUST Financial Advisors
North Carolina
$332K -$1.17M -1,947 -79%
BP
490
Ballentine Partners
Massachusetts
$325K +$55.3K +92 +22%
HFM
491
Harvest Fund Management
China
$323K -$135K -224 -30%
BFA
492
Benedict Financial Advisors
Georgia
$323K
VAS
493
Vestmark Advisory Solutions
Massachusetts
$320K +$2.4K +4 +0.8%
CFP
494
Catalyst Financial Partners
Massachusetts
$319K +$26.4K +44 +10%
MWM
495
Moran Wealth Management
Florida
$319K +$306K +509 New
GWSG
496
GPS Wealth Strategies Group
Colorado
$318K +$6.01K +10 +2%
BFEC
497
Benjamin F. Edwards & Company
Missouri
$318K +$192K +320 +170%
PFWA
498
Paces Ferry Wealth Advisors
Georgia
$318K -$3.61K -6 -1%
FPAS
499
Focus Partners Advisor Solutions
Missouri
$318K +$86.5K +144 +40%
BAM
500
Berkshire Asset Management
Pennsylvania
$317K +$601 +1 +0.2%