We are live on ! Find out more
HUBS icon

HubSpot

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