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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
626
Close Asset Management
United Kingdom
$17K – – –
SWM
627
SHP Wealth Management
Massachusetts
$16.7K +$17.4K +42 New
PWS
628
Peterson Wealth Services
Utah
$16.5K -$1.54M -3,720 -99%
MA
629
MCF Advisors
Kentucky
$16.1K – – –
RIAS
630
Rachor Investment Advisory Services
Michigan
$15.7K +$16.2K +39 New
APW
631
Aventura Private Wealth
Florida
$15.2K -$53.9K -130 -77%
TCM
632
TD Capital Management
Tennessee
$15.2K – – –
ST
633
Smithfield Trust
Pennsylvania
$15K – – –
TPBG
634
Turning Point Benefit Group
Maryland
$14.4K -$8.29K -20 -36%
EI
635
EFG International
$13.6K +$14.1K +34 New
LAS
636
Lloyd Advisory Services
Georgia
$13.2K +$13.7K +33 New
IAIM
637
International Assets Investment Management
Florida
$12.4K +$12.8K +31 New
AIP
638
Ameritas Investment Partners
Nebraska
$12K – – –
B
639
Birchbrook
Maine
$12K – – –
NFSG
640
Newbridge Financial Services Group
Florida
$12K – – –
RBI
641
Raiffeisen Bank International
Austria
$11.8K -$443K -1,070 -97%
GSWM
642
Golden State Wealth Management
California
$11.6K -$22K -53 -65%
MAM
643
Marquette Asset Management
Minnesota
$11.2K +$7.46K +18 +180%
TVWM
644
Tower View Wealth Management
Wisconsin
$10.8K +$11.2K +27 New
CAL
645
Capital Advisors Ltd
Ohio
$10K +$3.31K +8 +50%
PWAM
646
Private Wealth Asset Management
Iowa
$9.63K – – –
CT
647
Colonial Trust
South Carolina
$8.83K -$2.07K -5 -19%
HPC
648
HM Payson & Co
Maine
$8.43K +$8.7K +21 New
SWM
649
Spire Wealth Management
Virginia
$8.43K -$2.9K -7 -25%
SA
650
SRH Advisors
Kansas
$8.43K – – –