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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$338K +$1.23K +2 +0.4%
AFG
552
Albion Financial Group
Utah
$336K -$613 -1 -0.2%
CPBTD
553
Central Pacific Bank - Trust Division
Hawaii
$336K -$120K -195 -25%
BFS
554
Bradley Foster & Sargent
Connecticut
$336K +$11K +18 +3%
VAS
555
Vestmark Advisory Solutions
Massachusetts
$336K +$36.2K +59 +12%
HAG
556
HighPoint Advisor Group
Illinois
$333K -$64.4K -105 -13%
CCM
557
Coldstream Capital Management
Washington
$328K +$58.3K +95 +21%
PFG
558
Prosperity Financial Group
California
$326K +$36.8K +60 +12%
KWM
559
Kingsview Wealth Management
Oregon
$322K -$196K -319 -37%
MC
560
Machina Capital
France
$321K +$334K +544 New
MG
561
Marex Group
$321K +$334K +544 New
Northwestern Mutual Wealth Management
562
Northwestern Mutual Wealth Management
Wisconsin
$318K -$27.6K -45 -8%
CFP
563
Catalyst Financial Partners
Massachusetts
$318K +$21.5K +35 +7%
GSEP
564
Golden State Equity Partners
California
$317K +$330K +538 New
IWA
565
Icon Wealth Advisors
Texas
$304K -$42.3K -69 -10%
BFA
566
Benedict Financial Advisors
Georgia
$304K
CI
567
Cigna Investments
Connecticut
$301K +$7.97K +13 +3%
FTWA
568
Fifth Third Wealth Advisors
Ohio
$300K +$98.1K +160 +46%
GWSG
569
GPS Wealth Strategies Group
Colorado
$300K
PFWA
570
Paces Ferry Wealth Advisors
Georgia
$298K -$613 -1 -0.2%
BAM
571
Berkshire Asset Management
Pennsylvania
$298K
RRCM
572
Rappaport Reiches Capital Management
Illinois
$295K -$36.8K -60 -11%
BP
573
Ballentine Partners
Massachusetts
$293K -$13.5K -22 -4%
BTI
574
Blue Trust Inc
Georgia
$286K +$48.4K +79 +21%
FFS
575
Founders Financial Securities
Maryland
$285K +$21.5K +35 +8%