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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
526
Glassman Wealth Services
Virginia
$8K +$6.78K +13 +1,300%
CHA
527
Carmichael Hill & Associates
Maryland
$7K – – –
LWCFA
528
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$6.26K +12 New
AWM
529
Activest Wealth Management
Florida
$6K -$15.6K -30 -75%
CFD
530
Creative Financial Designs
Indiana
$6K – – –
HR
531
Howe & Rusling
New York
$6K – – –
PWMG
532
Prestige Wealth Management Group
New Jersey
$6K – – –
HPC
533
HM Payson & Co
Maine
$5K -$102K -195 -96%
SL
534
Savior LLC
Massachusetts
$5K – – –
RWM
535
Raffa Wealth Management
District of Columbia
$4.66K – – –
WPA
536
West Paces Advisors
Georgia
$4.66K +$4.17K +8 New
BFC
537
Bedel Financial Consulting
Indiana
$4K – – –
PFGIA
538
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
VNA
539
Valley National Advisers
Pennsylvania
$3K +$1.04K +2 +67%
SB
540
Strategic Blueprint
Georgia
$3K +$2.61K +5 New
BCM
541
Blume Capital Management
California
$2K – – –
MIM
542
Macroview Investment Management
Maryland
$2K – – –
SWM
543
Sugarloaf Wealth Management
Georgia
$2K – – –
PGWM
544
Parisi Gray Wealth Management
New Jersey
$2K +$1.56K +3 New
FWM
545
Focused Wealth Management
New York
$2K +$2.09K +4 New
SFO
546
Standard Family Office
South Dakota
$1K – – –
AIA
547
Arcadia Investment Advisors
Idaho
$583 +$522 +1 New
NAMA
548
Nikko Asset Management Americas
New York
– -$94M -207,018 Closed
AIM
549
ARK Investment Management
Florida
– -$74.1M -163,219 Closed
Capital International Investors
550
Capital International Investors
California
– -$55.5M -122,114 Closed