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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
551
Bessemer Group
New Jersey
$174K -$181K -377 -56%
BWM
552
Baystate Wealth Management
Massachusetts
$168K +$139K +289 New
Loomis, Sayles & Company
553
Loomis, Sayles & Company
Massachusetts
$167K +$3.85K +8 +3%
HWA
554
HHM Wealth Advisors
Tennessee
$153K – – –
FFA
555
Farther Finance Advisors
California
$138K +$41.9K +87 +58%
SS
556
Sunbelt Securities
Texas
$136K +$2.89K +6 +3%
EDRH
557
Edmond de Rothschild Holding
Switzerland
$132K -$65.4K -136 -37%
QC
558
Quent Capital
New York
$131K +$962 +2 +0.9%
NS
559
NBC Securities
Alabama
$130K -$8.18K -17 -7%
CA
560
Clearstead Advisors
Ohio
$124K +$26.5K +55 +35%
NC
561
NewSquare Capital
Pennsylvania
$122K -$3.3M -6,865 -97%
CFG
562
CKW Financial Group
Hawaii
$118K – – –
AA
563
Ancora Advisors
Ohio
$117K – – –
SIC
564
Salem Investment Counselors
North Carolina
$116K – – –
AIM
565
Acropolis Investment Management
Missouri
$116K +$95.7K +199 New
DGAM
566
Desjardins Global Asset Management
Quebec, Canada
$113K -$79.9K -166 -46%
TC
567
Truvestments Capital
Florida
$110K -$49.6K -103 -35%
BTI
568
Blue Trust Inc
Georgia
$109K +$33.7K +70 +46%
BFEC
569
Benjamin F. Edwards & Company
Missouri
$109K +$90.4K +188 New
PWA
570
Provenance Wealth Advisors
Florida
$104K +$8.18K +17 +10%
HIA
571
Harbor Investment Advisory
Maryland
$101K +$962 +2 +0%
ATC
572
Adirondack Trust Company
New York
$99K – – –
ACM
573
Adalta Capital Management
New York
$98.7K – – –
PIM
574
Plato Investment Management
Australia
$98.1K +$81.3K +169 New
IFAM
575
Institutional & Family Asset Management
Colorado
$91.7K +$962 +2 +1%