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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
AI
501
Accredited Investors
Minnesota
$275K – – –
GSIS
502
Global Strategic Investment Solutions
Arizona
$273K -$2.41K -5 -1%
PFG
503
Prosperity Financial Group
California
$269K +$8.18K +17 +4%
SFG
504
Synergy Financial Group
California
$267K -$11.1K -23 -5%
CFP
505
Catalyst Financial Partners
Massachusetts
$267K -$9.14K -19 -4%
WJWM
506
Williams Jones Wealth Management
New York
$264K – – –
MAS
507
Meeder Advisory Services
Ohio
$261K -$20.7K -43 -9%
EWA
508
EverSource Wealth Advisors
Alabama
$257K +$962 +2 +0.5%
CMI
509
Clare Market Investments
Texas
$255K – – –
C
510
Covestor
United Kingdom
$255K +$197K +409 +1,410%
MLM
511
Mount Lucas Management
Pennsylvania
$254K +$210K +437 New
CCM
512
Coldstream Capital Management
Washington
$250K +$207K +431 New
BP
513
Ballentine Partners
Massachusetts
$248K -$37K -77 -15%
FFA
514
Founders Financial Alliance
North Carolina
$247K -$79.9K -166 -28%
Baird Financial Group
515
Baird Financial Group
Wisconsin
$247K -$41.4K -86 -17%
OR
516
Olympiad Research
Connecticut
$245K -$59.7K -124 -23%
AC
517
Avestar Capital
New York
$243K -$17.3K -36 -8%
CC
518
Cipher Capital
New York
$237K -$4.81K -10 -2%
CAM
519
Claret Asset Management
Quebec, Canada
$235K +$195K +405 New
CIAS
520
Capital Investment Advisory Services
North Carolina
$233K -$5.77K -12 -3%
BWCS
521
Beirne Wealth Consulting Services
Connecticut
$233K +$193K +401 New
FAM
522
Flaharty Asset Management
Florida
$232K – – –
UM
523
UniSuper Management
Australia
$232K – – –
CG
524
Caprock Group
Idaho
$226K +$187K +389 New
WAM
525
Weiss Asset Management
Massachusetts
$225K +$187K +388 New