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HubSpot
HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
601
Valley National Advisers
Pennsylvania
$48K +$6.74K +14 +20%
BCWM
602
Bartlett & Co Wealth Management
Ohio
$47.1K – – –
BC
603
Bartlett & Co
Ohio
$47K – – –
PCMC
604
Planning Capital Management Corporation
Pennsylvania
$44.7K +$37K +77 New
WTC
605
WhitTier Trust Company
Nevada
$44.7K -$18.8K -39 -34%
LFG
606
Larson Financial Group
Missouri
$43K +$33.2K +69 +1,380%
CAM
607
Close Asset Management
United Kingdom
$42K +$14.4K +30 +70%
SSB
608
Sandy Spring Bank
Maryland
$40.6K – – –
AA
609
AlphaCentric Advisors
Puerto Rico
$39.5K +$32.7K +68 New
RFA
610
Resurgent Financial Advisors
Georgia
$36.6K +$3.85K +8 +15%
VWM
611
Venturi Wealth Management
Texas
$35.4K +$22.6K +47 +336%
WTA
612
Washington Trust Advisors
Massachusetts
$34.3K – – –
QL
613
Quarry LP
New York
$32.5K +$8.66K +18 +47%
FWM
614
FSA Wealth Management
Massachusetts
$31K +$26K +54 New
HPC
615
HM Payson & Co
Maine
$29K – – –
RS
616
Rakuten Securities
Japan
$29K +$24.1K +50 New
SWS
617
SYSTM Wealth Solutions
Illinois
$29K +$24.1K +50 New
GAG
618
Goodman Advisory Group
Massachusetts
$28.4K – – –
OIAM
619
OFI Invest Asset Management
France
$27.9K +$481 +1 +2%
SAM
620
Smartleaf Asset Management
Massachusetts
$26.5K +$21.6K +45 New
BIA
621
Bell Investment Advisors
California
$25.5K -$481 -1 -2%
MA
622
MCF Advisors
Kentucky
$23.2K – – –
GRP
623
Global Retirement Partners
California
$23.2K -$33.2K -69 -63%
ST
624
Smithfield Trust
Pennsylvania
$23K -$14.4K -30 -44%
CWC
625
Carolinas Wealth Consulting
North Carolina
$20.9K – – –
23 24
25
26 27