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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
C
501
Covestor
United Kingdom
$11K +$365 +1 +3%
VVP
502
Venture Visionary Partners
Ohio
$10.8K +$13.1K +36 New
OPW
503
Oxler Private Wealth
New York
$10.5K +$12.8K +35 New
EARNEST Partners
504
EARNEST Partners
Georgia
$10K
BIA
505
Bell Investment Advisors
California
$10K +$11.7K +32 New
BDWM
506
Brewin Dolphin Wealth Management
Ireland
$9K -$27.4K -75 -71%
LC
507
Lindbrook Capital
California
$9K -$5.48K -15 -34%
AIP
508
Ameritas Investment Partners
Nebraska
$9K
NFSG
509
Newbridge Financial Services Group
Florida
$9K
UB
510
UMB Bank
Missouri
$9K
PAI
511
Pittenger & Anderson Inc
Nebraska
$9K +$1.83K +5 +20%
LF
512
Lee Financial
Texas
$9K +$2.92K +8 +38%
BTI
513
Blue Trust Inc
Georgia
$9K +$6.57K +18 New
CA
514
Crewe Advisors
Utah
$9K +$10.6K +29 New
HFS
515
Hantz Financial Services
Michigan
$8K
BG
516
Bollard Group
Massachusetts
$7K
TWA
517
TCI Wealth Advisors
Arizona
$7K +$730 +2 +9%
FRA
518
Front Row Advisors
California
$7K +$1.46K +4 +20%
AWM
519
Activest Wealth Management
Florida
$6K
BWA
520
BDO Wealth Advisors
Florida
$6K
BWM
521
BerganKDV Wealth Management
Minnesota
$6K
COCM
522
Charter Oak Capital Management
New Hampshire
$6K
SA
523
SRH Advisors
Kansas
$6K
CFO
524
CVA Family Office
Colorado
$6K +$3.65K +10 +100%
CA
525
CoreCap Advisors
Michigan
$6K +$7.67K +21 New