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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
626
Trust Company of Vermont
Vermont
– -$4K -14 Closed
VCM
627
Vigilant Capital Management
Maine
– -$4K -14 Closed
BWL
628
Bogart Wealth LLC
Virginia
– -$4K -12 Closed
ODG
629
O'Dell Group
Ohio
– -$4K -12 Closed
HFS
630
Heritage Financial Services
Massachusetts
– -$3K -11 Closed
WPA
631
West Paces Advisors
Georgia
– -$2.71K -9 Closed
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
– -$2K -8 Closed
TCWM
633
Total Clarity Wealth Management
Illinois
– -$2K -8 Closed
SFG
634
Steward Financial Group
Texas
– -$1K -6 Closed
PFGIA
635
Patriot Financial Group Insurance Agency
Massachusetts
– -$2K -5 Closed
CWM
636
Curi Wealth Management
North Carolina
– -$1K -4 Closed
TWP
637
TFO Wealth Partners
Ohio
– -$1K -4 Closed
JFGIW
638
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$1K -3 Closed
PMFA
639
Plante Moran Financial Advisors
Michigan
– -$1K -3 Closed
WT
640
Whittier Trust
California
– -$1K -3 Closed
DI
641
Disciplined Investments
Oklahoma
– -$1K -2 Closed
FBT
642
First Bank & Trust
South Dakota
– -$1K -2 Closed
Jones Financial Companies
643
Jones Financial Companies
Missouri
– -$1K -2 Closed
GRP
644
Global Retirement Partners
California
– +$318 +1 New
IAS
645
IMA Advisory Services
Colorado
– +$318 +1 New
MA
646
MUFG Americas
New York
– +$318 +1 New