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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
501
Berkshire Asset Management
Pennsylvania
$249K -$23.5K -45 -8%
BP
502
Ballentine Partners
Massachusetts
$248K -$2.61K -5 -1%
GWSG
503
GPS Wealth Strategies Group
Colorado
$245K +$30.8K +59 +13%
CI
504
Cigna Investments
Connecticut
$244K – – –
MAS
505
Meeder Advisory Services
Ohio
$242K -$62.7K -120 -20%
RFC
506
Regions Financial Corp
Alabama
$242K -$315K -603 -55%
WAG
507
Winthrop Advisory Group
Massachusetts
$242K -$10.4K -20 -4%
AWM
508
Apollon Wealth Management
South Carolina
$240K +$255K +488 New
SFG
509
Synergy Financial Group
California
$238K – – –
SWP
510
Stratos Wealth Partners
Ohio
$237K +$9.93K +19 +4%
CM
511
Capula Management
Cayman Islands
$236K +$251K +480 New
CFP
512
Catalyst Financial Partners
Massachusetts
$236K -$7.84K -15 -3%
GSIS
513
Global Strategic Investment Solutions
Arizona
$234K – – –
AI
514
Accredited Investors
Minnesota
$233K +$2.61K +5 +1%
GT
515
Glenmede Trust
Pennsylvania
$231K +$245K +469 New
SFA
516
Sequoia Financial Advisors
Ohio
$228K +$2.61K +5 +1%
WJWM
517
Williams Jones Wealth Management
New York
$224K – – –
AC
518
Avestar Capital
New York
$224K +$13.1K +25 +6%
PFG
519
Prosperity Financial Group
California
$220K +$13.1K +25 +6%
EWA
520
EverSource Wealth Advisors
Alabama
$217K -$3.13K -6 -1%
CMI
521
Clare Market Investments
Texas
$217K +$20.9K +40 +10%
ESCM
522
Echo Street Capital Management
New York
$217K +$230K +440 New
Koshinski Asset Management
523
Koshinski Asset Management
Illinois
$209K -$6.79K -13 -3%
CC
524
Cipher Capital
New York
$206K -$1.41M -2,695 -87%
CIAS
525
Capital Investment Advisory Services
North Carolina
$204K – – –