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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
626
Rakuten Investment Management
Japan
$20K +$16.4K +34 New
CPG
627
Cornerstone Planning Group
New Jersey
$18.6K +$7.22K +15 +88%
AF
628
Advisornet Financial
Minnesota
$18K +$2.89K +6 +24%
AIP
629
Ameritas Investment Partners
Nebraska
$17.4K – – –
CWP
630
Concord Wealth Partners
Virginia
$17.4K – – –
NFSG
631
Newbridge Financial Services Group
Florida
$17.4K – – –
HFS
632
Hantz Financial Services
Michigan
$16K – – –
TVWM
633
Tower View Wealth Management
Wisconsin
$16K – – –
CT
634
Colonial Trust
South Carolina
$15.9K – – –
GBT
635
Grove Bank & Trust
Florida
$15.7K – – –
PTC
636
Private Trust Company
Ohio
$15.7K – – –
EWM
637
Evermay Wealth Management
Virginia
$14.5K – – –
GWSA
638
Global Wealth Strategies & Associates
Colorado
$14.5K – – –
ZB
639
Zions Bancorporation
Utah
$14.5K – – –
CAS
640
Coppell Advisory Solutions
Texas
$13.9K +$8.18K +17 +243%
VCM
641
Versant Capital Management
Arizona
$13.4K – – –
BG
642
Bollard Group
Massachusetts
$13K – – –
CB
643
CNB Bank
Pennsylvania
$12.2K – – –
SA
644
SRH Advisors
Kansas
$12.2K – – –
PMFA
645
Plante Moran Financial Advisors
Michigan
$10.4K +$8.66K +18 New
BF
646
BOK Financial
Oklahoma
$10.4K – – –
TCWA
647
Turtle Creek Wealth Advisors
Texas
$9.87K +$8.18K +17 New
FFO
648
Fortitude Family Office
Arizona
$9.29K +$7.7K +16 New
CAL
649
Capital Advisors Ltd
Ohio
$9K – – –
Kayne Anderson Rudnick Investment Management
650
Kayne Anderson Rudnick Investment Management
California
$8.73K +$4.81K +10 +200%