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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$104K +$43.1K +89 +68%
CFG
502
CKW Financial Group
Hawaii
$100K – – –
PCM
503
Penserra Capital Management
California
$100K +$7.27K +15 +8%
IA
504
IFP Advisors
Florida
$99K +$224K +463 +293%
QC
505
Quent Capital
New York
$98K +$4.84K +10 +5%
CT
506
Cambridge Trust
Massachusetts
$92K +$33.4K +69 +55%
SIC
507
Salem Investment Counselors
North Carolina
$90K – – –
HIA
508
Harbor Investment Advisory
Maryland
$83K +$64K +132 +307%
SCA
509
Sandy Cove Advisors
Massachusetts
$82K – – –
Lazard Asset Management
510
Lazard Asset Management
New York
$81K -$57.7K -119 -41%
QCG
511
Quadrant Capital Group
Ohio
$78K -$1.94K -4 -2%
ATC
512
Adirondack Trust Company
New York
$76K – – –
National Bank of Canada
513
National Bank of Canada
Quebec, Canada
$73K -$17K -35 -19%
HWMA
514
Heritage Wealth Management (Arizona)
Arizona
$72K +$73.6K +152 New
EWA
515
EverSource Wealth Advisors
Alabama
$71K -$49.9K -103 -40%
CA
516
Clearstead Advisors
Ohio
$67K – – –
EDRH
517
Edmond de Rothschild Holding
Switzerland
$66K +$15K +31 +29%
HNB
518
Huntington National Bank
Ohio
$65K +$15K +31 +30%
Baillie Gifford & Co
519
Baillie Gifford & Co
United Kingdom
$63K +$3.88K +8 +6%
APA
520
American Portfolios Advisors
New York
$60.8K +$484 +1 +0.8%
IFAM
521
Institutional & Family Asset Management
Colorado
$59K +$14.1K +29 +30%
FHA
522
First Horizon Advisors
Tennessee
$58K -$48K -99 -45%
WT
523
Whittier Trust
California
$58K +$1.45K +3 +3%
BFEC
524
Benjamin F. Edwards & Company
Missouri
$50K – – –
BDWM
525
Brewin Dolphin Wealth Management
Ireland
$50K – – –