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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
Cigna Investments
Connecticut
$313K +$6.01K +10 +2%
FAFN
502
First Affirmative Financial Network
Colorado
$309K +$10.8K +18 +4%
PFG
503
Prosperity Financial Group
California
$308K +$17.4K +29 +6%
MAS
504
Meeder Advisory Services
Ohio
$306K +$23.4K +39 +9%
HNB
505
Huntington National Bank
Ohio
$302K +$66.1K +110 +30%
BBHC
506
Brown Brothers Harriman & Co
New York
$302K
WF
507
Welch & Forbes
Massachusetts
$301K -$60.1K -100 -17%
AI
508
Accredited Investors
Minnesota
$296K
GSIS
509
Global Strategic Investment Solutions
Arizona
$294K
CCM
510
Coldstream Capital Management
Washington
$289K +$18K +30 +7%
WS
511
Wedbush Securities
California
$285K +$45.1K +75 +20%
NAS
512
Nicolet Advisory Services
Wisconsin
$285K +$260K +432 New
WJWM
513
Williams Jones Wealth Management
New York
$284K
BC
514
Bridgefront Capital
Texas
$283K +$272K +452 New
CGH
515
Crossmark Global Holdings
Texas
$282K +$271K +451 New
FFS
516
Founders Financial Securities
Maryland
$281K +$56.5K +94 +26%
HI
517
Horizon Investments
North Carolina
$281K +$56.5K +94 +26%
SB
518
Strategic Blueprint
Georgia
$281K +$270K +449 New
PIM
519
Plato Investment Management
Australia
$281K +$168K +279 +165%
CG
520
Caprock Group
Idaho
$278K +$32.5K +54 +14%
Baird Financial Group
521
Baird Financial Group
Wisconsin
$270K +$3K +5 +1%
IGAM
522
iA Global Asset Management
Quebec, Canada
$269K -$49.9K -83 -16%
BHCM
523
Brevan Howard Capital Management
Jersey
$268K -$841K -1,400 -77%
AC
524
Avestar Capital
New York
$264K +$1.8K +3 +0.7%
ACA
525
Affinity Capital Advisors
California
$261K -$56.5K -94 -18%