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HubSpot
HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
626
SHP Wealth Management
Massachusetts
$16.7K +$17.4K +42 New
PWS
627
Peterson Wealth Services
Utah
$16.5K -$1.54M -3,720 -99%
MA
628
MCF Advisors
Kentucky
$16.1K – – –
RIAS
629
Rachor Investment Advisory Services
Michigan
$15.7K +$16.2K +39 New
APW
630
Aventura Private Wealth
Florida
$15.2K -$53.9K -130 -77%
TCM
631
TD Capital Management
Tennessee
$15.2K – – –
ST
632
Smithfield Trust
Pennsylvania
$15K – – –
TPBG
633
Turning Point Benefit Group
Maryland
$14.4K -$8.29K -20 -36%
EI
634
EFG International
$13.6K +$14.1K +34 New
LAS
635
Lloyd Advisory Services
Georgia
$13.2K +$13.7K +33 New
IAIM
636
International Assets Investment Management
Florida
$12.4K +$12.8K +31 New
AIP
637
Ameritas Investment Partners
Nebraska
$12K – – –
B
638
Birchbrook
Maine
$12K – – –
NFSG
639
Newbridge Financial Services Group
Florida
$12K – – –
RBI
640
Raiffeisen Bank International
Austria
$11.8K -$443K -1,070 -97%
GSWM
641
Golden State Wealth Management
California
$11.6K -$22K -53 -65%
MAM
642
Marquette Asset Management
Minnesota
$11.2K +$7.46K +18 +180%
TVWM
643
Tower View Wealth Management
Wisconsin
$10.8K +$11.2K +27 New
CAL
644
Capital Advisors Ltd
Ohio
$10K +$3.31K +8 +50%
PWAM
645
Private Wealth Asset Management
Iowa
$9.63K – – –
CT
646
Colonial Trust
South Carolina
$8.83K -$2.07K -5 -19%
HPC
647
HM Payson & Co
Maine
$8.43K +$8.7K +21 New
SWM
648
Spire Wealth Management
Virginia
$8.43K -$2.9K -7 -25%
SA
649
SRH Advisors
Kansas
$8.43K – – –
CWM
650
Copia Wealth Management
Oregon
$8.43K +$1.66K +4 +24%
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26
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