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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
626
Atomi Financial Group
New York
$201K +$247K +352 New
HWA
627
HHM Wealth Advisors
Tennessee
$197K – – –
CA
628
Clearstead Advisors
Ohio
$193K +$42.8K +61 +22%
FFA
629
Farther Finance Advisors
California
$186K +$44.9K +64 +25%
Bessemer Group
630
Bessemer Group
New Jersey
$181K +$9.12K +13 +4%
GI
631
GAMMA Investing
California
$178K +$63.8K +91 +41%
TFM
632
TFC Financial Management
Massachusetts
$168K – – –
PWA
633
Provenance Wealth Advisors
Florida
$166K +$10.5K +15 +5%
MG
634
Mather Group
Illinois
$165K +$21.7K +31 +12%
QL
635
Quarry LP
New York
$163K +$193K +275 +2,750%
SS
636
SBI Securities
Japan
$159K +$9.82K +14 +5%
Lazard Asset Management
637
Lazard Asset Management
New York
$155K +$70.1K +100 +58%
QC
638
Quent Capital
New York
$150K +$2.1K +3 +1%
MAM
639
Morse Asset Management
Connecticut
$145K +$177K +253 New
PSFG
640
Park Square Financial Group
Georgia
$143K -$45.6K -65 -21%
LC
641
Lindbrook Capital
California
$137K +$66.6K +95 +66%
Loomis, Sayles & Company
642
Loomis, Sayles & Company
Massachusetts
$128K +$75.1K +107 +91%
CI Investments Inc
643
CI Investments Inc
Ontario, Canada
$123K -$23.9K -34 -14%
CFG
644
CKW Financial Group
Hawaii
$118K – – –
AIM
645
Acropolis Investment Management
Missouri
$114K +$701 +1 +0.5%
VEA
646
Virtus ETF Advisers
New York
$114K +$140K +200 New
SIC
647
Salem Investment Counselors
North Carolina
$110K +$2.1K +3 +2%
APW
648
Aventura Private Wealth
Florida
$109K – – –
RAM
649
Ramirez Asset Management
New York
$109K – – –
AF
650
Advisornet Financial
Minnesota
$103K +$4.21K +6 +3%