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HubSpot
HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
601
Wedmont Private Capital
Pennsylvania
$223K +$297K +423 New
WANY
602
Wealthspire Advisors (New York)
New York
$223K +$274K +390 New
SAG
603
SageView Advisory Group
California
$222K -$63.8K -91 -19%
FFA
604
Fi3 Financial Advisors
Indiana
$220K -$2.1K -3 -0.8%
ACA
605
Affinity Capital Advisors
California
$220K – – –
WAM
606
Wakefield Asset Management
Colorado
$217K +$266K +379 New
II
607
Impact Investors
California
$216K -$6.31K -9 -2%
FAM
608
Flaharty Asset Management
Florida
$214K -$17.5K -25 -6%
EA
609
Everpar Advisors
Oklahoma
$211K -$9.12K -13 -3%
WWM
610
Wolff Wiese Magana
California
$211K -$7.01K -10 -3%
AWM
611
Ariadne Wealth Management
California
$210K -$6.31K -9 -3%
ICP
612
Interchange Capital Partners
Pennsylvania
$210K +$258K +368 New
APW
613
Acima Private Wealth
Virginia
$209K – – –
PW
614
PUREfi Wealth
Massachusetts
$209K -$456K -650 -64%
IC
615
Iconiq Capital
California
$209K +$256K +365 New
LS
616
Livforsakringsbolaget Skandia
Sweden
$208K – – –
EWA
617
EverSource Wealth Advisors
Alabama
$207K +$45.6K +65 +22%
HNB
618
Huntington National Bank
Ohio
$206K -$39.3K -56 -13%
OIA
619
OneDigital Investment Advisors
Kansas
$205K -$167K -238 -40%
GT
620
Greenleaf Trust
Michigan
$204K +$250K +357 New
SAM
621
Smartleaf Asset Management
Massachusetts
$203K +$55.4K +79 +29%
RCA
622
Resonant Capital Advisors
Wisconsin
$203K +$2.81K +4 +1%
WA
623
Waverly Advisors
Alabama
$202K +$13.3K +19 +6%
FAFN
624
First Affirmative Financial Network
Colorado
$202K -$26.7K -38 -10%
SC
625
Savant Capital
Illinois
$201K -$1.62M -2,308 -87%
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25
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