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HubSpot
HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
526
Vise Technologies
New York
$313K +$330K +563 New
NERM
527
New England Research & Management
Illinois
$312K – – –
SS
528
Sunbelt Securities
Texas
$310K +$21.7K +37 +9%
WAG
529
Winthrop Advisory Group
Massachusetts
$308K -$17K -29 -5%
N
530
Natixis
France
$307K -$1.06M -1,816 -77%
TA
531
TFB Advisors
Kansas
$307K +$43.9K +75 +16%
HI
532
Harbour Investments
Wisconsin
$304K -$1.17K -2 -0.4%
PA
533
PharVision Advisers
Florida
$298K +$313K +535 New
QL
534
Quarry LP
New York
$288K +$136K +232 +81%
BFA
535
Benedict Financial Advisors
Georgia
$287K – – –
BPC
536
Banque Pictet & Cie
Switzerland
$286K -$19.9K -34 -6%
FFS
537
Founders Financial Securities
Maryland
$282K -$9.37K -16 -3%
HI
538
Horizon Investments
North Carolina
$279K +$5.86K +10 +2%
SWP
539
Strategic Wealth Partners
Ohio
$278K +$292K +499 New
CI
540
Cigna Investments
Connecticut
$277K +$2.93K +5 +1%
GWSG
541
GPS Wealth Strategies Group
Colorado
$275K +$17.6K +30 +6%
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$267K +$281K +480 New
WA
543
Waverly Advisors
Alabama
$267K +$74.4K +127 +36%
IAS
544
Insigneo Advisory Services
Florida
$262K +$16.4K +28 +6%
EAM
545
Erste Asset Management
Austria
$261K -$1.77M -3,021 -86%
GSIS
546
Global Strategic Investment Solutions
Arizona
$259K – – –
OIA
547
OneDigital Investment Advisors
Kansas
$254K +$58K +99 +28%
MFG
548
MidWestOne Financial Group
Iowa
$254K +$268K +457 New
WF
549
Welch & Forbes
Massachusetts
$254K – – –
QCG
550
Quadrant Capital Group
Ohio
$250K -$8.79K -15 -3%
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