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HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
601
Hantz Financial Services
Michigan
$65K -$714K -1,421 -92%
GRP
602
Global Retirement Partners
California
$64.3K +$28.1K +56 +86%
HBW
603
Hazlett, Burt & Watson
West Virginia
$64K -$16.6K -33 -22%
ADL
604
Asset Dedication LLC
California
$62.7K – – –
TWD
605
True Wealth Design
Ohio
$62.2K +$58.8K +117 New
C
606
Covestor
United Kingdom
$62K -$15.1K -30 -20%
EDRH
607
Edmond de Rothschild Holding
Switzerland
$61.1K -$9.04K -18 -14%
CFO
608
CVA Family Office
Colorado
$55.8K +$502 +1 +1%
MA
609
Montag & Associates
Georgia
$54.8K +$50.2K +100 +3,333%
MCM
610
Manchester Capital Management
Vermont
$54.8K +$6.53K +13 +14%
CA
611
Crewe Advisors
Utah
$54.8K +$14.1K +28 +37%
PS
612
Principal Securities
Iowa
$52.6K -$21.1K -42 -30%
WTC
613
WhitTier Trust Company
Nevada
$49.4K -$8.04K -16 -15%
CIAS
614
CBIZ Investment Advisory Services
Ohio
$43.6K +$18.1K +36 +78%
PCMC
615
Planning Capital Management Corporation
Pennsylvania
$40.9K – – –
CAM
616
Close Asset Management
United Kingdom
$39K – – –
VCM
617
Versant Capital Management
Arizona
$38.8K +$25.1K +50 +217%
SSB
618
Sandy Spring Bank
Maryland
$37.2K – – –
HPC
619
HM Payson & Co
Maine
$36.1K +$9.04K +18 +36%
PP
620
PFS Partners
New Jersey
$32.4K – – –
AA
621
AlphaCentric Advisors
Puerto Rico
$31.4K -$502 -1 -2%
GWM
622
Geneos Wealth Management
Colorado
$31.4K +$27.6K +55 +1,375%
PFBT
623
Parkside Financial Bank & Trust
Missouri
$29.8K -$5.52K -11 -16%
GAAM
624
Guinness Atkinson Asset Management
California
$29.2K – – –
TFIPS
625
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.6K – – –
23 24
25
26 27