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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
551
Prestige Wealth Management Group
New Jersey
$2K -$2.19K -6 -55%
ZB
552
Zions Bancorporation
Utah
$2K -$1.1K -3 -38%
CFFP
553
Center for Financial Planning
Michigan
$2K
PFGIA
554
Patriot Financial Group Insurance Agency
Massachusetts
$2K
S
555
Surevest
California
$2K
TJHA
556
Thomas J. Herzfeld Advisors
Florida
$2K
CI Investments Inc
557
CI Investments Inc
Ontario, Canada
$2K +$365 +1 +20%
AAP
558
Arax Advisory Partners
Colorado
$2K +$1.83K +5 New
TCWM
559
Total Clarity Wealth Management
Illinois
$2K +$2.92K +8 New
RWM
560
Raffa Wealth Management
District of Columbia
$1.8K -$1.1K -3 -33%
SC
561
Stephens Consulting
Michigan
$1.5K
MGIM
562
M&G Investment Management
United Kingdom
$1.13K +$68.7K +188 +5%
WT
563
Whittier Trust
California
$1K -$43.5K -119 -98%
JWM
564
Janiczek Wealth Management
Colorado
$1K -$3.65K -10 -77%
BCM
565
Blume Capital Management
California
$1K
CWM
566
Curi Wealth Management
North Carolina
$1K
DI
567
Disciplined Investments
Oklahoma
$1K
FBT
568
First Bank & Trust
South Dakota
$1K
FWM
569
Focused Wealth Management
New York
$1K
GCS
570
Gordian Capital (Singapore)
Singapore
$1K
KFI
571
Key Financial Inc
Pennsylvania
$1K
MIM
572
Macroview Investment Management
Maryland
$1K
SWM
573
Sugarloaf Wealth Management
Georgia
$1K
DFCM
574
Dark Forest Capital Management
Puerto Rico
$1K +$730 +2 New
Jones Financial Companies
575
Jones Financial Companies
Missouri
$1K +$730 +2 New