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HubSpot
HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
551
GPS Wealth Strategies Group
Colorado
$244K +$14.1K +28 +6%
CT
552
Chicago Trust
Illinois
$242K -$151K -300 -37%
BFA
553
Benedict Financial Advisors
Georgia
$241K – – –
SFS
554
Sowell Financial Services
Arkansas
$240K +$63.9K +127 +33%
PCG
555
Prosperity Consulting Group
Maryland
$238K +$256K +508 New
FNC
556
First National Corp
Massachusetts
$236K +$270K +537 New
FT
557
Fiduciary Trust
Massachusetts
$235K -$140K -278 -36%
PCM
558
PAR Capital Management
Massachusetts
$234K +$252K +500 New
DT
559
Diversified Trust
Tennessee
$233K -$180K -358 -42%
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$232K +$8.05K +16 +3%
CI
561
Cigna Investments
Connecticut
$232K – – –
VT
562
Vise Technologies
New York
$228K -$37.7K -75 -13%
CWM
563
Centurion Wealth Management
Virginia
$227K +$244K +485 New
AF
564
Allworth Financial
California
$224K +$102K +203 +74%
TPWM
565
Twelve Points Wealth Management
Massachusetts
$223K +$30.7K +61 +15%
OCBCO
566
Oversea-Chinese Banking Corp (OCBC)
Singapore
$223K +$240K +477 New
CA
567
Clearstead Advisors
Ohio
$218K +$42.3K +84 +22%
FFS
568
Founders Financial Securities
Maryland
$218K -$20.6K -41 -8%
GSIS
569
Global Strategic Investment Solutions
Arizona
$218K – – –
GC
570
Guidance Capital
Kentucky
$217K +$233K +463 New
HI
571
Horizon Investments
North Carolina
$217K -$19.1K -38 -8%
WF
572
Welch & Forbes
Massachusetts
$213K – – –
WIA
573
World Investment Advisors
California
$213K +$229K +455 New
MFG
574
MidWestOne Financial Group
Iowa
$211K -$3.02K -6 -1%
FSC
575
Full Sail Capital
Oklahoma
$210K +$225K +448 New
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