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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
551
Cape Investment Advisory
Georgia
$2.01K +$2.3K +11 New
CA
552
Continuum Advisory
Idaho
$2.01K +$2.3K +11 New
HBW
553
Hazlett, Burt & Watson
West Virginia
$2K -$10.7K -51 -80%
GKIM
554
GW&K Investment Management
Massachusetts
$2K -$209 -1 -8%
FHC
555
First Horizon Corporation
Tennessee
$1.82K -$23.2K -111 -92%
EWM
556
Evolution Wealth Management
Florida
$1.82K – – –
FC
557
Fairscale Capital
New Hampshire
$1.82K – – –
CWM
558
Copia Wealth Management
Oregon
$1.64K – – –
BFS
559
Bare Financial Services
Pennsylvania
$1.64K +$1.46K +7 +350%
OAG
560
Oakmont Advisory Group
New Mexico
$1.64K +$1.88K +9 New
MAM
561
Marquette Asset Management
Minnesota
$1.46K -$7.74K -37 -82%
CCWM
562
Cassaday & Co Wealth Management
Virginia
$1.46K -$209 -1 -11%
HFS
563
Horizon Financial Services
North Carolina
$1.46K +$1.67K +8 New
AWM
564
Abound Wealth Management
Tennessee
$1.28K – – –
PWS
565
Peterson Wealth Services
Utah
$1.09K -$274K -1,309 -100%
CAL
566
Capital Analysts LLC
Pennsylvania
$1K – – –
OAJ
567
Ogorek Anthony Joseph
New York
$1K – – –
PPC
568
Park Place Capital
Alabama
$913 -$209 -1 -17%
CFFP
569
Center for Financial Planning
Michigan
$913 – – –
SC
570
Swan Capital
Florida
$913 – – –
RWM
571
Raffa Wealth Management
District of Columbia
$730 -$836 -4 -50%
ECA
572
Elevated Capital Advisors
Utah
$730 – – –
GWM
573
Geneos Wealth Management
Colorado
$730 – – –
SFCL
574
Strengthening Families & Communities LLC
Massachusetts
$730 – – –
WA
575
Walsh & Associates
Florida
$730 – – –