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HubSpot
HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
576
Montag & Associates
Georgia
$89.7K +$34K +82 +58%
HIA
577
Harbor Investment Advisory
Maryland
$89.5K – – –
WA
578
Westfuller Advisors
New York
$88.7K +$91.5K +221 New
AUB
579
Atlantic Union Bankshares
Virginia
$88.3K +$16.2K +39 +22%
RIL
580
Rothschild Investment LLC
Illinois
$83.5K -$365K -881 -81%
CFG
581
CKW Financial Group
Hawaii
$81K – – –
GWSG
582
GPS Wealth Strategies Group
Colorado
$79.5K -$134K -324 -62%
C
583
Covestor
United Kingdom
$75K +$1.24K +3 +2%
AWM
584
Activest Wealth Management
Florida
$69.7K +$27.8K +67 +63%
P8IP
585
Pier 88 Investment Partners
California
$64.2K +$66.3K +160 New
ATC
586
Adirondack Trust Company
New York
$64.2K – – –
EB
587
Eastern Bank
Massachusetts
$60.2K – – –
HNB
588
Huntington National Bank
Ohio
$57.8K +$4.56K +11 +8%
SFAM
589
Sawyer Falduto Asset Management
Illinois
$55.8K +$57.6K +139 New
ADL
590
Asset Dedication LLC
California
$42.9K – – –
TM
591
Torren Management
California
$41.7K +$43.1K +104 New
WT
592
Whittier Trust
California
$41.2K -$2.48K -6 -5%
CFO
593
CVA Family Office
Colorado
$40.9K -$9.53K -23 -18%
HCM
594
Hollencrest Capital Management
California
$40.1K +$41.4K +100 New
RFP
595
Root Financial Partners
California
$38.5K -$422K -1,018 -91%
RAM
596
Reflection Asset Management
South Carolina
$37.3K +$38.5K +93 New
LFG
597
Larson Financial Group
Missouri
$36.5K +$29.8K +72 +379%
PWPS
598
Pinnacle Wealth Planning Services
Ohio
$34.9K +$36K +87 New
SBFM
599
S-Bank Fund Management
Finland
$34.5K -$2.9K -7 -8%
VIS
600
Vega Investment Solutions
France
$34.1K +$35.2K +85 New
22 23
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