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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
501
National Bank of Canada
Quebec, Canada
$299K +$163K +324 +136%
BAM
502
Berkshire Asset Management
Pennsylvania
$298K – – –
Northwestern Mutual Wealth Management
503
Northwestern Mutual Wealth Management
Wisconsin
$297K +$9.54K +19 +4%
HBS
504
Howard Bailey Securities
Indiana
$295K +$279K +555 New
BBHC
505
Brown Brothers Harriman & Co
New York
$295K +$36.7K +73 +15%
SWP
506
Stratos Wealth Partners
Ohio
$295K -$16.1K -32 -5%
AAS
507
Avantax Advisory Services
Texas
$293K -$83.4K -166 -23%
CCG
508
Capital CS Group
California
$293K -$43.2K -86 -13%
GSEP
509
Golden State Equity Partners
California
$290K +$3.52K +7 +1%
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$288K -$16.1K -32 -6%
BP
511
Ballentine Partners
Massachusetts
$287K +$21.1K +42 +8%
I
512
InceptionR
California
$286K +$270K +538 New
CFP
513
Catalyst Financial Partners
Massachusetts
$276K -$10K -20 -4%
CA
514
Cannon Advisors
North Carolina
$274K +$257K +512 New
BFA
515
Benedict Financial Advisors
Georgia
$274K – – –
IAS
516
Insigneo Advisory Services
Florida
$273K +$1.51K +3 +0.6%
PFWA
517
Paces Ferry Wealth Advisors
Georgia
$272K +$3.01K +6 +1%
SFI
518
Siemens Fonds Invest
Germany
$272K +$257K +512 New
CI
519
Cigna Investments
Connecticut
$271K – – –
GWSG
520
GPS Wealth Strategies Group
Colorado
$270K – – –
WF
521
Welch & Forbes
Massachusetts
$269K +$12.6K +25 +5%
LSA
522
Leonteq Securities AG
Switzerland
$268K +$49.2K +98 +24%
FFS
523
Founders Financial Securities
Maryland
$262K +$4.52K +9 +2%
HI
524
Horizon Investments
North Carolina
$262K +$4.52K +9 +2%
AI
525
Accredited Investors
Minnesota
$251K – – –