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HubSpot
HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
551
Wealth Alliance
New York
$248K +$25.2K +43 +11%
BAM
552
Blueshift Asset Management
New Jersey
$247K +$260K +444 New
IWA
553
Icon Wealth Advisors
Texas
$245K -$42.8K -73 -14%
ACM
554
Aster Capital Management
United Arab Emirates
$244K +$219K +374 +575%
FTWA
555
Fifth Third Wealth Advisors
Ohio
$242K -$6.44K -11 -2%
QCM
556
QRG Capital Management
Illinois
$242K +$14.1K +24 +6%
RCA
557
Resonant Capital Advisors
Wisconsin
$241K +$45.7K +78 +22%
BIM
558
Bridges Investment Management
Nebraska
$240K +$2.93K +5 +1%
HA
559
Huntleigh Advisors
Missouri
$237K +$586 +1 +0.2%
BAM
560
Berkshire Asset Management
Pennsylvania
$234K -$7.03K -12 -3%
STA
561
Summit Trail Advisors
New York
$234K +$246K +420 New
RWP
562
Revolve Wealth Partners
New Jersey
$233K -$36.3K -62 -13%
A
563
AlphaQuest
New York
$232K -$44.5K -76 -15%
ACA
564
Affinity Capital Advisors
California
$232K – – –
TPWM
565
Twelve Points Wealth Management
Massachusetts
$232K +$5.86K +10 +2%
WPC
566
Wedmont Private Capital
Pennsylvania
$231K -$6.44K -11 -3%
CIAS
567
Capital Investment Advisory Services
North Carolina
$228K – – –
FAFN
568
First Affirmative Financial Network
Colorado
$227K +$32.8K +56 +16%
WJWM
569
Williams Jones Wealth Management
New York
$224K – – –
AWS
570
Atria Wealth Solutions
New York
$223K -$423K -723 -64%
SSWM
571
Smith Salley Wealth Management
North Carolina
$223K -$2.93K -5 -1%
ATFA
572
All Terrain Financial Advisors
Minnesota
$223K – – –
CAU
573
Caxton Associates (UK)
$223K +$234K +400 New
CCC
574
Compass Capital Corp
Massachusetts
$220K -$91.4K -156 -28%
BA
575
Bellwether Advisors
Nebraska
$218K – – –
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