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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
551
Salem Investment Counselors
North Carolina
$98K – – –
OA
552
Operose Advisors
Wisconsin
$97K +$103K +197 New
ACM
553
Adalta Capital Management
New York
$84K – – –
PWA
554
Provenance Wealth Advisors
Florida
$80.3K +$85.2K +163 New
BTI
555
Blue Trust Inc
Georgia
$80K +$55.9K +107 +243%
ATC
556
Adirondack Trust Company
New York
$78.8K – – –
KI
557
Kapitalo Investimentos
Brazil
$78.3K -$65.8K -126 -44%
CA
558
Clearstead Advisors
Ohio
$77.8K -$72.6K -139 -47%
IFAM
559
Institutional & Family Asset Management
Colorado
$76.8K – – –
FFA
560
Farther Finance Advisors
California
$73.9K +$13.6K +26 +21%
CT
561
Cambridge Trust
Massachusetts
$73.9K +$9.4K +18 +14%
LFA
562
Level Financial Advisors
New York
$73.9K +$13.1K +25 +20%
KFS
563
Kelly Financial Services
Massachusetts
$70.4K -$3.66K -7 -5%
CI Investments Inc
564
CI Investments Inc
Ontario, Canada
$68K +$3.66K +7 +5%
QCG
565
Quadrant Capital Group
Ohio
$61.1K – – –
PP
566
PFS Partners
New Jersey
$60.1K – – –
WTC
567
WhitTier Trust Company
Nevada
$57.1K +$20.4K +39 +51%
KFP
568
KB Financial Partners
New Jersey
$57K – – –
UB
569
UMB Bank
Missouri
$56.1K – – –
AF
570
Allworth Financial
California
$55.7K +$12K +23 +26%
GC
571
Globeflex Capital
California
$54.2K – – –
GRP
572
Global Retirement Partners
California
$52.5K +$5.75K +11 +11%
TWC
573
TD Waterhouse Canada
Ontario, Canada
$51.6K +$8.88K +17 +22%
CMBA
574
C.M. Bidwell & Associates
Hawaii
$51.2K – – –
CFB
575
Cullen/Frost Bankers
Texas
$51.2K – – –