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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
576
BerganKDV Wealth Management
Minnesota
$9K – – –
FRA
577
Front Row Advisors
California
$9K – – –
CWP
578
Concord Wealth Partners
Virginia
$8K – – –
RE
579
RBC Europe
United Kingdom
$8K +$7.75K +16 New
CFGS
580
Concourse Financial Group Securities
Alabama
$7K – – –
KTC
581
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
VCM
582
Vigilant Capital Management
Maine
$7K – – –
JWA
583
JFS Wealth Advisors
Pennsylvania
$7K +$1.45K +3 +25%
CHA
584
Carmichael Hill & Associates
Maryland
$6K – – –
EFS
585
Econ Financial Services
Pennsylvania
$6K – – –
WBC
586
West Branch Capital
Massachusetts
$6K – – –
RDIA
587
RE Dickinson Investment Advisors
Iowa
$6K +$2.91K +6 +100%
JWM
588
Janiczek Wealth Management
Colorado
$6K +$6.3K +13 New
CFO
589
CVA Family Office
Colorado
$5K -$4.84K -10 -50%
APC
590
Aspire Private Capital
North Carolina
$5K – – –
CFD
591
Creative Financial Designs
Indiana
$5K – – –
DHGWA
592
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K – – –
PWMG
593
Prestige Wealth Management Group
New Jersey
$5K – – –
TFA
594
Toth Financial Advisory
Virginia
$5K – – –
BFC
595
Bedel Financial Consulting
Indiana
$5K +$1.45K +3 +43%
WPA
596
West Paces Advisors
Georgia
$4.27K – – –
RWM
597
Raffa Wealth Management
District of Columbia
$4.27K +$484 +1 +13%
GWS
598
Glassman Wealth Services
Virginia
$4K -$16K -33 -80%
VNA
599
Valley National Advisers
Pennsylvania
$4K -$2.91K -6 -40%
TJHA
600
Thomas J. Herzfeld Advisors
Florida
$4K – – –