We are live on ! Find out more
HUBS icon

HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
501
CKW Financial Group
Hawaii
$139K – – –
BCA
502
Berman Capital Advisors
Georgia
$135K +$34.1K +53 +36%
ATC
503
Adirondack Trust Company
New York
$130K – – –
SIC
504
Salem Investment Counselors
North Carolina
$128K – – –
Koshinski Asset Management
505
Koshinski Asset Management
Illinois
$120K +$114K +177 New
QCG
506
Quadrant Capital Group
Ohio
$104K +$5.8K +9 +6%
HWMA
507
Heritage Wealth Management (Arizona)
Arizona
$103K – – –
AWA
508
Arkadios Wealth Advisors
Georgia
$101K – – –
NL
509
NVWM LLC
Pennsylvania
$97K – – –
CFB
510
Cullen/Frost Bankers
Texas
$95K – – –
RE
511
RBC Europe
United Kingdom
$91.3K +$6.44K +10 +8%
AssetMark Inc
512
AssetMark Inc
California
$91K +$87K +135 New
Baillie Gifford & Co
513
Baillie Gifford & Co
United Kingdom
$89K -$11K -17 -11%
WT
514
Whittier Trust
California
$80K +$76.7K +119 New
AAM
515
Advisors Asset Management
Colorado
$74K -$463K -718 -87%
AWM
516
Atticus Wealth Management
Florida
$72K +$68.3K +106 New
HNB
517
Huntington National Bank
Ohio
$71K -$14.8K -23 -18%
BFEC
518
Benjamin F. Edwards & Company
Missouri
$68K – – –
CLOS
519
Compagnie Lombard Odier SCmA
Switzerland
$68K – – –
GKWIM
520
Gerber Kawasaki Wealth & Investment Management
California
$67K +$64.4K +100 New
IFAM
521
Institutional & Family Asset Management
Colorado
$65K +$61.8K +96 New
BC
522
Bartlett & Co
Ohio
$61K -$1.29K -2 -2%
ADL
523
Asset Dedication LLC
California
$61K +$48.3K +75 +500%
BCWM
524
Bartlett & Co Wealth Management
Ohio
$60.8K -$1.29K -2 -2%
BBHC
525
Brown Brothers Harriman & Co
New York
$59K – – –