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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
601
Evergreen Capital Management
Washington
$222K +$204K +318 New
DWP
602
Destiny Wealth Partners
Florida
$220K +$203K +316 New
PSFG
603
Park Square Financial Group
Georgia
$219K +$203K +315 New
VT
604
Vise Technologies
New York
$219K +$202K +314 New
EFG
605
Everhart Financial Group
Ohio
$217K +$201K +312 New
CGH
606
Crossmark Global Holdings
Texas
$217K -$83.6K -130 -29%
PPP
607
Private Portfolio Partners
New Jersey
$217K +$200K +311 New
AT
608
American Trust
Kentucky
$216K +$199K +310 New
CAG
609
Csenge Advisory Group
Florida
$214K +$197K +307 New
MMA
610
Miracle Mile Advisors
California
$214K +$197K +307 New
Bessemer Group
611
Bessemer Group
New Jersey
$211K +$6.43K +10 +3%
Jones Financial Companies
612
Jones Financial Companies
Missouri
$210K +$56.6K +88 +41%
GF
613
Gries Financial
Ohio
$210K +$194K +301 New
CFO
614
Callan Family Office
Pennsylvania
$209K +$193K +300 New
PWP
615
Private Wealth Partners
California
$209K +$193K +300 New
GL
616
Graypoint LLC
New York
$208K +$192K +298 New
EWA
617
EverSource Wealth Advisors
Alabama
$207K -$60.4K -94 -24%
KIM
618
Kestra Investment Management
Texas
$206K -$88.1K -137 -32%
TW
619
TrinityPoint Wealth
Connecticut
$206K +$190K +296 New
MA
620
Mutual Advisors
Nebraska
$206K +$185K +287 New
TFM
621
TFC Financial Management
Massachusetts
$205K
IFWM
622
Institute for Wealth Management
Colorado
$205K +$189K +294 New
TFS
623
Thoroughbred Financial Services
Tennessee
$203K +$188K +292 New
CA
624
Clearstead Advisors
Ohio
$192K -$643 -1 -0.4%
PWA
625
Provenance Wealth Advisors
Florida
$192K