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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
476
Peak Financial Management
Massachusetts
$553K +$64.3K +100 +14%
HB Wealth Management
477
HB Wealth Management
Georgia
$544K -$40.5K -63 -7%
Coldstream Capital Management
478
Coldstream Capital Management
Washington
$542K -$3.21K -5 -0.6%
PFWA
479
Paces Ferry Wealth Advisors
Georgia
$537K +$166K +258 +50%
Bleakley Financial Group
480
Bleakley Financial Group
New Jersey
$529K +$643 +1 +0.1%
MYAM
481
Meiji Yasuda Asset Management
Japan
$527K – – –
TC
482
Tairen Capital
Hong Kong
$523K -$804K -1,250 -63%
Maven Securities
483
Maven Securities
Jersey
$516K -$122K -190 -20%
AWA
484
Alta Wealth Advisors
Massachusetts
$509K -$791K -1,231 -63%
Northwestern Mutual Wealth Management
485
Northwestern Mutual Wealth Management
Wisconsin
$502K +$104K +162 +29%
FCM
486
Fourpath Capital Management
Oklahoma
$502K – – –
MLL
487
Moody Lynn & Lieberson
Massachusetts
$500K +$170K +265 +59%
GCM
488
Greenland Capital Management
New York
$498K – – –
PFG
489
Prosperity Financial Group
California
$496K +$70.7K +110 +18%
Brighton Jones LLC
490
Brighton Jones LLC
Washington
$493K +$4.5K +7 +1%
MAS
491
Meeder Advisory Services
Ohio
$493K -$11.6K -18 -2%
JWCA
492
J.W. Cole Advisors
Florida
$491K +$41.8K +65 +10%
AIM
493
Arcadia Investment Management
Michigan
$488K – – –
Ossiam
494
Ossiam
France
$485K -$99K -154 -18%
Parallel Advisors
495
Parallel Advisors
California
$481K +$28.9K +45 +7%
Kestra Advisory Services
496
Kestra Advisory Services
Texas
$477K -$489K -761 -53%
ICP
497
Impact Capital Partners
Colorado
$472K +$436K +678 New
Vestmark Advisory Solutions
498
Vestmark Advisory Solutions
Massachusetts
$472K +$37.3K +58 +9%
Gotham Asset Management
499
Gotham Asset Management
New York
$471K +$435K +676 New
J. Safra Sarasin Holding
500
J. Safra Sarasin Holding
$456K -$2.67M -4,157 -86%