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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
526
Private Capital Group
Connecticut
$58K -$10.3K -16 -16%
TCM
527
Tradewinds Capital Management
Washington
$53K +$3.22K +5 +7%
BDWM
528
Brewin Dolphin Wealth Management
Ireland
$50.7K – – –
HI
529
Harbour Investments
Wisconsin
$50K +$9.02K +14 +23%
NICM
530
Neo Ivy Capital Management
New York
$50K +$143K +222 New
LC
531
Lindbrook Capital
California
$46K +$3.22K +5 +8%
RFWA
532
RPg Family Wealth Advisory
Massachusetts
$42.6K – – –
IA
533
IFP Advisors
Florida
$36K +$644 +1 +2%
LF
534
Lee Financial
Texas
$35K -$4.51K -7 -12%
PFBT
535
Parkside Financial Bank & Trust
Missouri
$35K +$3.22K +5 +11%
SSB
536
Sandy Spring Bank
Maryland
$34K – – –
SOW
537
State of Wyoming
Wyoming
$32K +$30.9K +48 New
CAM
538
Close Asset Management
United Kingdom
$29K – – –
HIA
539
Harbor Investment Advisory
Maryland
$29K – – –
WAS
540
Winch Advisory Services
Wisconsin
$28K +$12.2K +19 +86%
AWM
541
Activest Wealth Management
Florida
$27K +$19.3K +30 +300%
EWA
542
Evolution Wealth Advisors
Florida
$26K +$6.44K +10 +34%
ST
543
Smithfield Trust
Pennsylvania
$25K – – –
EARNEST Partners
544
EARNEST Partners
Georgia
$22K – – –
BIA
545
Bell Investment Advisors
California
$22K +$21.3K +33 New
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$21K -$644 -1 -3%
AIP
547
Ameritas Investment Partners
Nebraska
$20K – – –
FRA
548
Front Row Advisors
California
$20K – – –
NFSG
549
Newbridge Financial Services Group
Florida
$20K +$19.3K +30 New
PAI
550
Pittenger & Anderson Inc
Nebraska
$17K – – –