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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
501
Synergy Financial Group
California
$257K
GSIS
502
Global Strategic Investment Solutions
Arizona
$253K
AI
503
Accredited Investors
Minnesota
$249K
PI
504
PGGM Investments
Netherlands
$249K +$219K +468 New
SWP
505
Stratos Wealth Partners
Ohio
$246K +$217K +463 New
SFA
506
Sequoia Financial Advisors
Ohio
$243K +$214K +457 New
WJWM
507
Williams Jones Wealth Management
New York
$242K +$213K +454 New
EWA
508
EverSource Wealth Advisors
Alabama
$238K +$25.3K +54 +14%
CCM
509
Coldstream Capital Management
Washington
$237K -$17.8K -38 -8%
MYAM
510
Meiji Yasuda Asset Management
Japan
$234K +$206K +440 New
GWSG
511
GPS Wealth Strategies Group
Colorado
$234K +$9.37K +20 +5%
Koshinski Asset Management
512
Koshinski Asset Management
Illinois
$233K +$205K +438 New
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$233K +$11.2K +24 +6%
TFM
514
TFC Financial Management
Massachusetts
$231K +$139K +297 +215%
PPP
515
Private Portfolio Partners
New Jersey
$229K -$18.7K -40 -8%
CA
516
Cetera Advisors
Colorado
$229K -$17.8K -38 -8%
AC
517
Avestar Capital
New York
$228K +$201K +429 New
EDRIA
518
Edmonds Duncan Registered Investment Advisors
Kansas
$226K +$199K +425 New
PFG
519
Prosperity Financial Group
California
$224K +$197K +421 New
CIAS
520
Capital Investment Advisory Services
North Carolina
$220K +$194K +414 New
EDRH
521
Edmond de Rothschild Holding
Switzerland
$219K -$157K -336 -45%
WMA
522
West Michigan Advisors
Michigan
$215K +$189K +404 New
CAM
523
Claret Asset Management
Quebec, Canada
$214K -$51.6K -110 -21%
Bessemer Group
524
Bessemer Group
New Jersey
$214K
CMI
525
Clare Market Investments
Texas
$213K +$187K +400 New