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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
PA
526
Parallel Advisors
California
$293K -$41.8K -83 -12%
FFM
527
Forum Financial Management
Illinois
$291K +$126K +251 +67%
HAG
528
HighPoint Advisor Group
Illinois
$290K -$19.1K -38 -6%
BIM
529
Baldwin Investment Management
Pennsylvania
$289K +$310K +617 New
OHWP
530
Oak Harbor Wealth Partners
North Carolina
$288K
CIA
531
Caerus Investment Advisors
Texas
$288K +$309K +615 New
SIG
532
Stonegate Investment Group
Alabama
$287K -$55.8K -111 -15%
Envestnet Portfolio Solutions
533
Envestnet Portfolio Solutions
Illinois
$287K -$136K -271 -31%
PCIA
534
Prime Capital Investment Advisors
Kansas
$286K -$82K -163 -21%
NYLIM
535
New York Life Investment Management
New York
$284K -$88.5K -176 -22%
AT
536
Avalon Trust
New Mexico
$281K +$302K +600 New
AI
537
Accredited Investors
Minnesota
$280K
PJWM
538
Philip James Wealth Mangement
Georgia
$276K +$297K +590 New
BBHC
539
Brown Brothers Harriman & Co
New York
$275K +$1.01K +2 +0.3%
HI
540
Harbour Investments
Wisconsin
$274K +$19.6K +39 +7%
PFM
541
Peak Financial Management
Massachusetts
$271K
ICP
542
Impact Capital Partners
Colorado
$259K -$35.2K -70 -11%
PWM
543
Perigon Wealth Management
California
$259K +$279K +554 New
WAG
544
Winthrop Advisory Group
Massachusetts
$259K
ECM
545
Everence Capital Management
Indiana
$258K -$210K -418 -43%
JWCA
546
J.W. Cole Advisors
Florida
$258K -$27.2K -54 -9%
FFB
547
First Financial Bankshares
Texas
$255K +$274K +545 New
TA
548
TFB Advisors
Kansas
$249K -$3.02K -6 -1%
FCM
549
Fourpath Capital Management
Oklahoma
$247K -$45.8K -91 -15%
FAFN
550
First Affirmative Financial Network
Colorado
$246K +$58.9K +117 +29%