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HubSpot
HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
551
Benjamin F. Edwards & Company
Missouri
$69K +$3.78K +5 +5%
BDWM
552
Brewin Dolphin Wealth Management
Ireland
$69K +$22.7K +30 +40%
KFP
553
KB Financial Partners
New Jersey
$67K +$76.4K +101 New
CLOS
554
Compagnie Lombard Odier SCmA
Switzerland
$66K – – –
AIP
555
Ahrens Investment Partners
Louisiana
$66K +$75.6K +100 New
RFP
556
Roth Financial Partners
Texas
$66K +$75.6K +100 New
IFAM
557
Institutional & Family Asset Management
Colorado
$63K – – –
BBHC
558
Brown Brothers Harriman & Co
New York
$57K – – –
HPC
559
HM Payson & Co
Maine
$55K +$57.5K +76 +950%
C
560
Covestor
United Kingdom
$51K +$58.2K +77 New
ADL
561
Asset Dedication LLC
California
$50K -$11.3K -15 -17%
AIM
562
Anchor Investment Management
South Carolina
$49.4K +$56.7K +75 New
HI
563
Harbour Investments
Wisconsin
$46K -$3.03K -4 -5%
LC
564
Lindbrook Capital
California
$45K – – –
RFWA
565
RPg Family Wealth Advisory
Massachusetts
$41.5K – – –
PCG
566
Private Capital Group
Connecticut
$38K -$21.2K -28 -33%
SOW
567
State of Wyoming
Wyoming
$38K +$7.57K +10 +21%
SSB
568
Sandy Spring Bank
Maryland
$33K – – –
CWS
569
Confluence Wealth Services
Pennsylvania
$30K +$35.6K +47 New
PFBT
570
Parkside Financial Bank & Trust
Missouri
$28K -$7.57K -10 -19%
CAM
571
Close Asset Management
United Kingdom
$28K – – –
HIA
572
Harbor Investment Advisory
Maryland
$28K – – –
TWC
573
TD Waterhouse Canada
Ontario, Canada
$27.1K +$36.3K +48 New
GWS
574
Glassman Wealth Services
Virginia
$27K +$18.2K +24 +141%
PWC
575
PYA Waltman Capital
Tennessee
$26K +$30.3K +40 New
21 22
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