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HubSpot
HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
601
Bartlett & Co Wealth Management
Ohio
$47.1K – – –
BC
602
Bartlett & Co
Ohio
$47K – – –
PCMC
603
Planning Capital Management Corporation
Pennsylvania
$44.7K +$37K +77 New
WTC
604
WhitTier Trust Company
Nevada
$44.7K -$18.8K -39 -34%
LFG
605
Larson Financial Group
Missouri
$43K +$33.2K +69 +1,380%
CAM
606
Close Asset Management
United Kingdom
$42K +$14.4K +30 +70%
SSB
607
Sandy Spring Bank
Maryland
$40.6K – – –
AA
608
AlphaCentric Advisors
Puerto Rico
$39.5K +$32.7K +68 New
RFA
609
Resurgent Financial Advisors
Georgia
$36.6K +$3.85K +8 +15%
VWM
610
Venturi Wealth Management
Texas
$35.4K +$22.6K +47 +336%
WTA
611
Washington Trust Advisors
Massachusetts
$34.3K – – –
QL
612
Quarry LP
New York
$32.5K +$8.66K +18 +47%
FWM
613
FSA Wealth Management
Massachusetts
$31K +$26K +54 New
HPC
614
HM Payson & Co
Maine
$29K – – –
RS
615
Rakuten Securities
Japan
$29K +$24.1K +50 New
SWS
616
SYSTM Wealth Solutions
Illinois
$29K +$24.1K +50 New
GAG
617
Goodman Advisory Group
Massachusetts
$28.4K – – –
OIAM
618
OFI Invest Asset Management
France
$27.9K +$481 +1 +2%
SAM
619
Smartleaf Asset Management
Massachusetts
$26.5K +$21.6K +45 New
BIA
620
Bell Investment Advisors
California
$25.5K -$481 -1 -2%
MA
621
MCF Advisors
Kentucky
$23.2K – – –
GRP
622
Global Retirement Partners
California
$23.2K -$33.2K -69 -63%
ST
623
Smithfield Trust
Pennsylvania
$23K -$14.4K -30 -44%
CWC
624
Carolinas Wealth Consulting
North Carolina
$20.9K – – –
B
625
Birchbrook
Maine
$20.3K +$16.8K +35 New
23 24
25
26 27