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HubSpot
HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
551
Brewin Dolphin Wealth Management
Ireland
$69K +$22.7K +30 +40%
KFP
552
KB Financial Partners
New Jersey
$67K +$76.4K +101 New
CLOS
553
Compagnie Lombard Odier SCmA
Switzerland
$66K – – –
AIP
554
Ahrens Investment Partners
Louisiana
$66K +$75.6K +100 New
RFP
555
Roth Financial Partners
Texas
$66K +$75.6K +100 New
IFAM
556
Institutional & Family Asset Management
Colorado
$63K – – –
HPC
557
HM Payson & Co
Maine
$55K +$57.5K +76 +950%
C
558
Covestor
United Kingdom
$51K +$58.2K +77 New
ADL
559
Asset Dedication LLC
California
$50K -$11.3K -15 -17%
AIM
560
Anchor Investment Management
South Carolina
$49.4K +$56.7K +75 New
HI
561
Harbour Investments
Wisconsin
$46K -$3.03K -4 -5%
LC
562
Lindbrook Capital
California
$45K – – –
RFWA
563
RPg Family Wealth Advisory
Massachusetts
$41.5K – – –
PCG
564
Private Capital Group
Connecticut
$38K -$21.2K -28 -33%
SOW
565
State of Wyoming
Wyoming
$38K +$7.57K +10 +21%
SSB
566
Sandy Spring Bank
Maryland
$33K – – –
CWS
567
Confluence Wealth Services
Pennsylvania
$30K +$35.6K +47 New
PFBT
568
Parkside Financial Bank & Trust
Missouri
$28K -$7.57K -10 -19%
CAM
569
Close Asset Management
United Kingdom
$28K – – –
HIA
570
Harbor Investment Advisory
Maryland
$28K – – –
TWC
571
TD Waterhouse Canada
Ontario, Canada
$27.1K +$36.3K +48 New
GWS
572
Glassman Wealth Services
Virginia
$27K +$18.2K +24 +141%
PWC
573
PYA Waltman Capital
Tennessee
$26K +$30.3K +40 New
ST
574
Smithfield Trust
Pennsylvania
$24K – – –
BIA
575
Bell Investment Advisors
California
$24K +$2.27K +3 +9%
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