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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
SC
626
Savant Capital
Illinois
$201K -$1.62M -2,308 -87%
AFG
627
Atomi Financial Group
New York
$201K +$247K +352 New
HWA
628
HHM Wealth Advisors
Tennessee
$197K
CA
629
Clearstead Advisors
Ohio
$193K +$42.8K +61 +22%
FFA
630
Farther Finance Advisors
California
$186K +$44.9K +64 +25%
Bessemer Group
631
Bessemer Group
New Jersey
$181K +$9.12K +13 +4%
GI
632
GAMMA Investing
California
$178K +$63.8K +91 +41%
TFM
633
TFC Financial Management
Massachusetts
$168K
PWA
634
Provenance Wealth Advisors
Florida
$166K +$10.5K +15 +5%
MG
635
Mather Group
Illinois
$165K +$21.7K +31 +12%
QL
636
Quarry LP
New York
$163K +$193K +275 +2,750%
SS
637
SBI Securities
Japan
$159K +$9.82K +14 +5%
Lazard Asset Management
638
Lazard Asset Management
New York
$155K +$70.1K +100 +58%
QC
639
Quent Capital
New York
$150K +$2.1K +3 +1%
MAM
640
Morse Asset Management
Connecticut
$145K +$177K +253 New
PSFG
641
Park Square Financial Group
Georgia
$143K -$45.6K -65 -21%
LC
642
Lindbrook Capital
California
$137K +$66.6K +95 +66%
Loomis, Sayles & Company
643
Loomis, Sayles & Company
Massachusetts
$128K +$75.1K +107 +91%
CI Investments Inc
644
CI Investments Inc
Ontario, Canada
$123K -$23.9K -34 -14%
CFG
645
CKW Financial Group
Hawaii
$118K
AIM
646
Acropolis Investment Management
Missouri
$114K +$701 +1 +0.5%
VEA
647
Virtus ETF Advisers
New York
$114K +$140K +200 New
SIC
648
Salem Investment Counselors
North Carolina
$110K +$2.1K +3 +2%
APW
649
Aventura Private Wealth
Florida
$109K
RAM
650
Ramirez Asset Management
New York
$109K