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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
526
Ahrens Investment Partners
Louisiana
$47K – – –
CLOS
527
Compagnie Lombard Odier SCmA
Switzerland
$47K – – –
EC
528
Elequin Capital
New York
$43K +$43.6K +90 New
LAS
529
Lloyd Advisory Services
Georgia
$42K +$43.1K +89 New
BBHC
530
Brown Brothers Harriman & Co
New York
$41K – – –
BC
531
Bartlett & Co
Ohio
$38K +$38.8K +80 New
BCWM
532
Bartlett & Co Wealth Management
Ohio
$38K +$38.8K +80 New
ADL
533
Asset Dedication LLC
California
$36K – – –
AIM
534
Anchor Investment Management
South Carolina
$35.6K – – –
SOW
535
State of Wyoming
Wyoming
$34K +$6.78K +14 +24%
TF
536
TimeScale Financial
Massachusetts
$32K +$23.3K +48 +240%
KFP
537
KB Financial Partners
New Jersey
$31K -$17K -35 -35%
PCG
538
Private Capital Group
Connecticut
$30K +$2.91K +6 +10%
RFWA
539
RPg Family Wealth Advisory
Massachusetts
$29.9K – – –
DZ Bank
540
DZ Bank
Germany
$29.3K +$28.1K +58 New
CAM
541
Close Asset Management
United Kingdom
$28K – – –
AP
542
Arlington Partners
Alabama
$28K +$11.1K +23 +64%
AF
543
Advisornet Financial
Minnesota
$28K +$15.5K +32 +114%
WTC
544
WhitTier Trust Company
Nevada
$25K +$8.72K +18 +51%
AWA
545
Aaron Wealth Advisors
Illinois
$24.2K +$24.7K +51 New
SSB
546
Sandy Spring Bank
Maryland
$24K – – –
TWC
547
TD Waterhouse Canada
Ontario, Canada
$23.5K – – –
LC
548
Lindbrook Capital
California
$21K -$11.6K -24 -35%
PWC
549
PYA Waltman Capital
Tennessee
$19K – – –
MA
550
MCF Advisors
Kentucky
$19K +$19.4K +40 New