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HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
651
Advisornet Financial
Minnesota
$103K +$4.21K +6 +3%
AF
652
Allworth Financial
California
$98.6K +$10.5K +15 +10%
HIA
653
Harbor Investment Advisory
Maryland
$97.5K – – –
C
654
Covestor
United Kingdom
$97K -$17.5K -25 -13%
ATC
655
Adirondack Trust Company
New York
$91.4K – – –
PTC
656
Private Trust Company
Ohio
$89.7K +$91.2K +130 +481%
LI
657
LRI Investments
Florida
$89.7K – – –
BCWM
658
Bartlett & Co Wealth Management
Ohio
$87.4K +$76.5K +109 +248%
MCM
659
MAI Capital Management
Ohio
$87.3K +$2.1K +3 +2%
EB
660
Eastern Bank
Massachusetts
$85.7K – – –
VIS
661
Vega Investment Solutions
France
$85.7K +$105K +150 New
PS
662
Principal Securities
Iowa
$80.8K – – –
VCM
663
Versant Capital Management
Arizona
$79.4K +$39.3K +56 +67%
GM
664
GeoWealth Management
Illinois
$78.8K -$2.1K -3 -2%
TWD
665
True Wealth Design
Ohio
$73.1K +$701 +1 +0.8%
CFO
666
CVA Family Office
Colorado
$72K +$7.01K +10 +9%
TWC
667
TD Waterhouse Canada
Ontario, Canada
$70.4K -$25.3K -36 -23%
HBW
668
Hazlett, Burt & Watson
West Virginia
$70K – – –
LSA
669
Leonteq Securities AG
Switzerland
$67.3K -$4.21K -6 -5%
CIAM
670
Caitong International Asset Management
Hong Kong
$61.7K -$47K -67 -38%
ADL
671
Asset Dedication LLC
California
$61.1K -$7.72K -11 -9%
LFG
672
Larson Financial Group
Missouri
$60K +$43.5K +62 +144%
WA
673
WPG Advisers
Maryland
$59.4K +$9.12K +13 +14%
MA
674
Montag & Associates
Georgia
$59.1K – – –
MCM
675
Manchester Capital Management
Vermont
$58.8K – – –
25 26
27
28 29