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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
WA
476
Waverly Advisors
Alabama
$351K +$46.4K +112 +15%
WA
477
Waddell & Associates
Tennessee
$349K +$37.3K +90 +12%
BFIM
478
Beese Fulmer Investment Management
Ohio
$348K +$360K +868 New
LA
479
Legacy Advisors
Pennsylvania
$346K +$414 +1 +0.1%
IQI
480
Integrated Quantitative Investments
Washington
$344K -$203K -490 -36%
OCBCO
481
Oversea-Chinese Banking Corp (OCBC)
Singapore
$338K +$151K +365 +77%
FRA
482
Frank Rimerman Advisors
California
$337K +$348K +841 New
RFN
483
Redwood Financial Network
Ohio
$335K
WCP
484
Wick Capital Partners
Pennsylvania
$335K +$346K +835 New
WANY
485
Wealthspire Advisors (New York)
New York
$328K +$61.3K +148 +22%
SSCM
486
Sovereign's Capital Management
Georgia
$323K -$34K -82 -9%
S
487
SignatureFD
Georgia
$323K -$79.1K -191 -19%
SFG
488
Synergy Financial Group
California
$318K -$13.7K -33 -4%
WIA
489
World Investment Advisors
California
$315K +$137K +331 +73%
TG
490
TCW Group
California
$315K +$325K +784 New
AWM
491
Avior Wealth Management
Nebraska
$305K +$315K +761 New
G
492
GenTrust
Florida
$305K +$315K +760 New
MOS
493
MGO One Seven
Ohio
$293K
AWA
494
Aaron Wealth Advisors
Illinois
$289K +$298K +720 New
SL
495
Sentinus LLC
Illinois
$285K +$294K +710 New
DS
496
DRW Securities
Illinois
$283K +$292K +706 New
MF
497
Magnetar Financial
Illinois
$283K -$14.5K -35 -5%
PJWM
498
Philip James Wealth Mangement
Georgia
$283K +$47.6K +115 +19%
PCM
499
Princeton Capital Management
New Jersey
$281K -$63.4K -153 -18%
AIM
500
Arcadia Investment Management
Michigan
$281K