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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
551
Heritage Financial Services
Massachusetts
$3K +$4.02K +11 New
WPA
552
West Paces Advisors
Georgia
$2.71K – – –
MPWT
553
MassMutual Private Wealth & Trust
Connecticut
$2K -$8.4K -23 -74%
PWMG
554
Prestige Wealth Management Group
New Jersey
$2K -$2.19K -6 -55%
ZB
555
Zions Bancorporation
Utah
$2K -$1.1K -3 -38%
CFFP
556
Center for Financial Planning
Michigan
$2K – – –
PFGIA
557
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
S
558
Surevest
California
$2K – – –
TJHA
559
Thomas J. Herzfeld Advisors
Florida
$2K – – –
CI Investments Inc
560
CI Investments Inc
Ontario, Canada
$2K +$365 +1 +20%
AAP
561
Arax Advisory Partners
Colorado
$2K +$1.83K +5 New
TCWM
562
Total Clarity Wealth Management
Illinois
$2K +$2.92K +8 New
RWM
563
Raffa Wealth Management
District of Columbia
$1.8K -$1.1K -3 -33%
SC
564
Stephens Consulting
Michigan
$1.5K – – –
WT
565
Whittier Trust
California
$1K -$43.5K -119 -98%
JWM
566
Janiczek Wealth Management
Colorado
$1K -$3.65K -10 -77%
BCM
567
Blume Capital Management
California
$1K – – –
CWM
568
Curi Wealth Management
North Carolina
$1K – – –
DI
569
Disciplined Investments
Oklahoma
$1K – – –
FBT
570
First Bank & Trust
South Dakota
$1K – – –
FWM
571
Focused Wealth Management
New York
$1K – – –
GCS
572
Gordian Capital (Singapore)
Singapore
$1K – – –
KFI
573
Key Financial Inc
Pennsylvania
$1K – – –
MIM
574
Macroview Investment Management
Maryland
$1K – – –
SWM
575
Sugarloaf Wealth Management
Georgia
$1K – – –