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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
HI
576
Horizon Investments
North Carolina
$285K +$21.5K +35 +8%
BBHC
577
Brown Brothers Harriman & Co
New York
$284K
Baird Financial Group
578
Baird Financial Group
Wisconsin
$283K +$30.1K +49 +11%
DIA
579
Dana Investment Advisors
Wisconsin
$281K -$549K -896 -65%
AI
580
Accredited Investors
Minnesota
$279K
FAFN
581
First Affirmative Financial Network
Colorado
$276K -$15.3K -25 -5%
CAM
582
Claret Asset Management
Quebec, Canada
$275K +$49.7K +81 +21%
GSIS
583
Global Strategic Investment Solutions
Arizona
$274K -$3.07K -5 -1%
PFS
584
Prospera Financial Services
Texas
$273K -$47.2K -77 -14%
FPAS
585
Focus Partners Advisor Solutions
Missouri
$271K -$30.1K -49 -10%
WF
586
Welch & Forbes
Massachusetts
$269K
CGH
587
Crossmark Global Holdings
Texas
$269K +$3.68K +6 +1%
II
588
Inspire Investing
Idaho
$265K -$162K -264 -37%
PIM
589
Plato Investment Management
Australia
$264K
WS
590
Wedbush Securities
California
$261K -$7.97K -13 -3%
RJT
591
Raymond James Trust
Florida
$260K -$71.8K -117 -21%
OR
592
Olympiad Research
Connecticut
$259K +$269K +439 New
GC
593
Gratus Capital
Georgia
$257K +$267K +436 New
SWA
594
Sax Wealth Advisors
New Jersey
$256K +$266K +434 New
IWM
595
IHT Wealth Management
Illinois
$250K +$25.1K +41 +11%
P
596
&Partners
Tennessee
$250K +$260K +424 New
WSC
597
Wellington Shields & Co
New York
$249K +$259K +422 New
ACA
598
Affinity Capital Advisors
California
$245K
WJWM
599
Williams Jones Wealth Management
New York
$243K -$25.8K -42 -9%
CIAS
600
Capital Investment Advisory Services
North Carolina
$243K