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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
576
Insigneo Advisory Services
Florida
$252K +$76.5K +109 +33%
SWM
577
Spire Wealth Management
Virginia
$249K -$1.51M -2,157 -83%
DWT
578
Dorsey & Whitney Trust
South Dakota
$249K -$16.8K -24 -5%
CPA
579
Capital Performance Advisors
California
$247K +$57.5K +82 +23%
CWM
580
Centurion Wealth Management
Virginia
$247K
HBS
581
Howard Bailey Securities
Indiana
$243K -$66.6K -95 -18%
BIM
582
Bridges Investment Management
Nebraska
$243K +$58.9K +84 +25%
HA
583
Huntleigh Advisors
Missouri
$242K -$3.51K -5 -1%
JSAM
584
J. Safra Asset Management
New York
$242K +$123K +176 +71%
FFA
585
Founders Financial Alliance
North Carolina
$237K +$290K +414 New
OC
586
Oppenheimer & Co
New York
$235K +$288K +411 New
QCM
587
QRG Capital Management
Illinois
$234K -$29.5K -42 -9%
CIAS
588
Capital Investment Advisory Services
North Carolina
$234K
SS
589
Sunbelt Securities
Texas
$233K -$26K -37 -8%
TPWM
590
Twelve Points Wealth Management
Massachusetts
$232K -$39.3K -56 -12%
GWM
591
Geneos Wealth Management
Colorado
$232K +$78.6K +112 +175%
SSWM
592
Smith Salley Wealth Management
North Carolina
$231K -$66.6K -95 -19%
AWM
593
Apollon Wealth Management
South Carolina
$231K +$14K +20 +5%
WJWM
594
Williams Jones Wealth Management
New York
$230K
WA
595
Wealth Alliance
New York
$230K +$24.6K +35 +10%
FFM
596
Forum Financial Management
Illinois
$229K -$3.51K -5 -1%
ATFA
597
All Terrain Financial Advisors
Minnesota
$229K
SCP
598
Sivia Capital Partners
California
$228K +$280K +399 New
Koshinski Asset Management
599
Koshinski Asset Management
Illinois
$226K -$4.91K -7 -2%
SFS
600
Sowell Financial Services
Arkansas
$226K +$277K +395 New