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HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
601
Quadrant Capital Group
Ohio
$69.6K -$4.02K -8 -6%
AF
602
Allworth Financial
California
$69K +$2.51K +5 +4%
HFS
603
Hantz Financial Services
Michigan
$65K -$714K -1,421 -92%
GRP
604
Global Retirement Partners
California
$64.3K +$28.1K +56 +86%
HBW
605
Hazlett, Burt & Watson
West Virginia
$64K -$16.6K -33 -22%
ADL
606
Asset Dedication LLC
California
$62.7K – – –
TWD
607
True Wealth Design
Ohio
$62.2K +$58.8K +117 New
C
608
Covestor
United Kingdom
$62K -$15.1K -30 -20%
EDRH
609
Edmond de Rothschild Holding
Switzerland
$61.1K -$9.04K -18 -14%
CFO
610
CVA Family Office
Colorado
$55.8K +$502 +1 +1%
MA
611
Montag & Associates
Georgia
$54.8K +$50.2K +100 +3,333%
MCM
612
Manchester Capital Management
Vermont
$54.8K +$6.53K +13 +14%
CA
613
Crewe Advisors
Utah
$54.8K +$14.1K +28 +37%
PS
614
Principal Securities
Iowa
$52.6K -$21.1K -42 -30%
WTC
615
WhitTier Trust Company
Nevada
$49.4K -$8.04K -16 -15%
CIAS
616
CBIZ Investment Advisory Services
Ohio
$43.6K +$18.1K +36 +78%
PCMC
617
Planning Capital Management Corporation
Pennsylvania
$40.9K – – –
CAM
618
Close Asset Management
United Kingdom
$39K – – –
VCM
619
Versant Capital Management
Arizona
$38.8K +$25.1K +50 +217%
SSB
620
Sandy Spring Bank
Maryland
$37.2K – – –
HPC
621
HM Payson & Co
Maine
$36.1K +$9.04K +18 +36%
PP
622
PFS Partners
New Jersey
$32.4K – – –
AA
623
AlphaCentric Advisors
Puerto Rico
$31.4K -$502 -1 -2%
GWM
624
Geneos Wealth Management
Colorado
$31.4K +$27.6K +55 +1,375%
PFBT
625
Parkside Financial Bank & Trust
Missouri
$29.8K -$5.52K -11 -16%
23 24
25
26 27