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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
B
626
Birchbrook
Maine
$20.3K +$16.8K +35 New
RIM
627
Rakuten Investment Management
Japan
$20K +$16.4K +34 New
CPG
628
Cornerstone Planning Group
New Jersey
$18.6K +$7.22K +15 +88%
AF
629
Advisornet Financial
Minnesota
$18K +$2.89K +6 +24%
AIP
630
Ameritas Investment Partners
Nebraska
$17.4K
CWP
631
Concord Wealth Partners
Virginia
$17.4K
NFSG
632
Newbridge Financial Services Group
Florida
$17.4K
HFS
633
Hantz Financial Services
Michigan
$16K
TVWM
634
Tower View Wealth Management
Wisconsin
$16K
CT
635
Colonial Trust
South Carolina
$15.9K
GBT
636
Grove Bank & Trust
Florida
$15.7K
PTC
637
Private Trust Company
Ohio
$15.7K
EWM
638
Evermay Wealth Management
Virginia
$14.5K
GWSA
639
Global Wealth Strategies & Associates
Colorado
$14.5K
ZB
640
Zions Bancorporation
Utah
$14.5K
CAS
641
Coppell Advisory Solutions
Texas
$13.9K +$8.18K +17 +243%
VCM
642
Versant Capital Management
Arizona
$13.4K
BG
643
Bollard Group
Massachusetts
$13K
CB
644
CNB Bank
Pennsylvania
$12.2K
SA
645
SRH Advisors
Kansas
$12.2K
PMFA
646
Plante Moran Financial Advisors
Michigan
$10.4K +$8.66K +18 New
BF
647
BOK Financial
Oklahoma
$10.4K
TCWA
648
Turtle Creek Wealth Advisors
Texas
$9.87K +$8.18K +17 New
FFO
649
Fortitude Family Office
Arizona
$9.29K +$7.7K +16 New
CAL
650
Capital Advisors Ltd
Ohio
$9K