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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
701
YHB Investment Advisors
Connecticut
– -$242K -358 Closed
AAM
702
Azzad Asset Management
Virginia
– -$228K -337 Closed
TW
703
TrinityPoint Wealth
Connecticut
– -$222K -329 Closed
MSFS
704
Main Street Financial Solutions
Pennsylvania
– -$204K -302 Closed
GCP
705
GSA Capital Partners
United Kingdom
– -$204K -301 Closed
MLL
706
Moody Lynn & Lieberson
Massachusetts
– -$203K -300 Closed
SG Americas Securities
707
SG Americas Securities
New York
– -$203K -300 Closed
NICM
708
Neo Ivy Capital Management
New York
– -$50K -222 Closed
AWA
709
Arkadios Wealth Advisors
Georgia
– -$101K -150 Closed
RE
710
RBC Europe
United Kingdom
– -$91.3K -135 Closed
AWM
711
Atticus Wealth Management
Florida
– -$72K -106 Closed
GKWIM
712
Gerber Kawasaki Wealth & Investment Management
California
– -$67K -100 Closed
BC
713
Bartlett & Co
Ohio
– -$61K -90 Closed
BCWM
714
Bartlett & Co Wealth Management
Ohio
– -$60.8K -90 Closed
EWA
715
Evolution Wealth Advisors
Florida
– -$26K -39 Closed
CCA
716
Catalyst Capital Advisors
New York
– -$11K -16 Closed
KIG
717
Kowal Investment Group
Wisconsin
– -$9K -14 Closed
HR
718
Howe & Rusling
New York
– -$7K -10 Closed
SSC
719
Syverson Strege & Co
Iowa
– -$7K -10 Closed
DWA
720
Delos Wealth Advisors
Texas
– -$4K -6 Closed
EBA
721
Eagle Bay Advisors
New York
– -$2K -4 Closed
FMII
722
Farmers & Merchants Investments Inc
Nebraska
– -$1K -1 Closed
LWM
723
Liberty Wealth Management
California
– -$1K -1 Closed
RPCONE
724
Retirement Planning Company of New England
Rhode Island
– +$756 +1 New