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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
WT
701
Washington Trust
Rhode Island
$2.66K – – –
BCM
702
Blume Capital Management
California
$2.13K – – –
MIM
703
Macroview Investment Management
Maryland
$2.13K – – –
PWMG
704
Prestige Wealth Management Group
New Jersey
$2.13K +$2.01K +4 New
FWM
705
FSA Wealth Management
Massachusetts
$2.13K +$2.01K +4 New
AW
706
Avion Wealth
Texas
$2K – – –
CTC
707
Central Trust Company
Missouri
$1.73K – – –
AWM
708
Activest Wealth Management
Florida
$1.7K +$1.51K +3 New
HCP
709
Hexagon Capital Partners
Arkansas
$1.59K -$502 -1 -25%
W
710
WealthCollab
Washington
$1.59K – – –
FNWA
711
Financial Network Wealth Advisors
Utah
$1.59K +$1.51K +3 New
AA
712
Addison Advisors
Vermont
$1.06K +$1K +2 New
Pacer Advisors
713
Pacer Advisors
Pennsylvania
$1.06K -$77.3K -154 -99%
GCS
714
Gordian Capital (Singapore)
Singapore
$1.06K – – –
KFI
715
Key Financial Inc
Pennsylvania
$1.06K – – –
VF
716
VitalStone Financial
Texas
$1.06K – – –
RIL
717
Rothschild Investment LLC
Illinois
$1.06K +$1K +2 New
MIFH
718
Migdal Insurance & Financial Holdings
Israel
$1K -$17.6K -35 -97%
PPA
719
Painted Porch Advisors
California
$532 – – –
RAM
720
Riggs Asset Management
Pennsylvania
$532 – – –
CIR
721
Clear Investment Research
Georgia
$532 +$502 +1 New
CA
722
CoreCap Advisors
Michigan
$532 +$502 +1 New
FPFS
723
First Personal Financial Services
North Carolina
$532 +$502 +1 New
TCOV
724
Trust Company of Vermont
Vermont
$532 +$502 +1 New
VWA
725
Valued Wealth Advisors
Utah
$532 +$502 +1 New