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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
526
Cherry Creek Investment Advisors
Colorado
$381K
PWM
527
Perigon Wealth Management
California
$381K +$396K +646 New
SWA
528
Stratos Wealth Advisors
Ohio
$380K +$396K +645 New
CCG
529
Capital CS Group
California
$376K +$391K +638 New
PA
530
Parallel Advisors
California
$376K +$6.13K +10 +2%
DT
531
Diversified Trust
Tennessee
$373K +$4.29K +7 +1%
WAG
532
Winthrop Advisory Group
Massachusetts
$373K -$6.13K -10 -2%
OIA
533
OneDigital Investment Advisors
Kansas
$372K +$386K +630 New
FHA
534
First Horizon Advisors
Tennessee
$371K +$21.5K +35 +6%
TSS
535
Two Sigma Securities
New York
$370K -$1.95M -3,177 -83%
YCM
536
Yousif Capital Management
Michigan
$370K +$1.84K +3 +0.5%
MYIA
537
Mount Yale Investment Advisors
Colorado
$361K +$375K +612 New
BWP
538
Baldwin Wealth Partners
Massachusetts
$360K
EA
539
Emerald Advisers
Pennsylvania
$359K -$103K -168 -22%
TCM
540
Teza Capital Management
Illinois
$359K +$373K +608 New
PCMH
541
Polymer Capital Management (HK)
Hong Kong
$354K +$123K +200 +50%
OHWP
542
Oak Harbor Wealth Partners
North Carolina
$352K
FZCM
543
Flynn Zito Capital Management
New York
$349K -$157K -256 -30%
SFA
544
Sequoia Financial Advisors
Ohio
$348K +$36.2K +59 +11%
Lazard Asset Management
545
Lazard Asset Management
New York
$347K -$317K -517 -47%
CAPTRUST Financial Advisors
546
CAPTRUST Financial Advisors
North Carolina
$346K +$33.7K +55 +10%
SWP
547
Stratos Wealth Partners
Ohio
$346K +$14.7K +24 +4%
HI
548
Harbour Investments
Wisconsin
$340K -$1.23K -2 -0.3%
CG
549
Caprock Group
Idaho
$340K +$81.6K +133 +30%
CT
550
Coastline Trust
Rhode Island
$339K