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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Evermay Wealth Management
Virginia
$15.7K
MAM
652
Meeder Asset Management
Ohio
$15K -$2.38M -3,958 -99%
ZB
653
Zions Bancorporation
Utah
$14.4K -$1.2K -2 -8%
VCM
654
Versant Capital Management
Arizona
$14.4K
TH
655
TCTC Holdings
Texas
$13.8K +$13.2K +22 New
SA
656
SRH Advisors
Kansas
$13.2K
FIM
657
Fernwood Investment Management
Massachusetts
$12.5K +$12K +20 New
VWM
658
Venturi Wealth Management
Texas
$11.9K -$25.2K -42 -69%
A
659
AlphaQuest
New York
$11.9K +$11.4K +19 New
Kayne Anderson Rudnick Investment Management
660
Kayne Anderson Rudnick Investment Management
California
$10.7K +$1.2K +2 +13%
GBT
661
Grove Bank & Trust
Florida
$10.7K -$6.01K -10 -37%
PMFA
662
Plante Moran Financial Advisors
Michigan
$10.7K -$601 -1 -6%
CWP
663
Concord Wealth Partners
Virginia
$10K -$8.41K -14 -47%
FFO
664
Fortitude Family Office
Arizona
$10K
BL
665
BFSG LLC
California
$10K +$9.62K +16 New
CAL
666
Capital Advisors Ltd
Ohio
$10K
CA
667
Continuum Advisory
Idaho
$9.98K +$10.2K +17 New
CHA
668
Carmichael Hill & Associates
Maryland
$9.4K
FCA
669
FinTrust Capital Advisors
South Carolina
$9.4K
CMP
670
Coston McIsaac & Partners
Maine
$9K
AT
671
Arlington Trust
Alabama
$8.77K
AAP
672
Arax Advisory Partners
Colorado
$8.15K
JPWM
673
Jamison Private Wealth Management
Georgia
$8.15K
WBC
674
West Branch Capital
Massachusetts
$8.15K
FCG
675
Financial Connections Group
California
$8K +$7.21K +12 New