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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
701
Transamerica Financial Advisors
Florida
$5.61K +$6.04K +12 New
IWM
702
Inlight Wealth Management
Georgia
$5.15K
CAL
703
Capital Analysts LLC
Pennsylvania
$5K
OAJ
704
Ogorek Anthony Joseph
New York
$5K
SIS
705
Sound Income Strategies
Florida
$4.98K
AF
706
Alerus Financial
North Dakota
$4.68K -$4.53K -9 -47%
BCH
707
Berkshire Capital Holdings
California
$4.68K
BI
708
Binnacle Investments
Iowa
$4.68K
CA
709
CoreCap Advisors
Michigan
$4.68K
FC
710
Fairscale Capital
New Hampshire
$4.68K
RWA
711
Redmont Wealth Advisors
Illinois
$4.68K
TFA
712
Toth Financial Advisory
Virginia
$4.68K
S
713
Sachetta
Massachusetts
$4.68K +$2.01K +4 +67%
MAM
714
Marquette Asset Management
Minnesota
$4.68K +$5.03K +10 New
CFD
715
Creative Financial Designs
Indiana
$4.21K
HHGA
716
Halbert Hargrove Global Advisors
California
$3.74K +$4.03K +8 New
TPCW
717
TD Private Client Wealth
New York
$3.74K -$2.01K -4 -33%
WB
718
Webster Bank
Connecticut
$3.74K
RWM
719
Raffa Wealth Management
District of Columbia
$3.74K +$1.51K +3 +60%
AWM
720
Abound Wealth Management
Tennessee
$3.27K
PWMG
721
Prestige Wealth Management Group
New Jersey
$3.27K
AW
722
Avion Wealth
Texas
$3K -$2.52K -5 -42%
AA
723
Addison Advisors
Vermont
$2.81K
JWA
724
JFS Wealth Advisors
Pennsylvania
$2.81K
GFWA
725
Grey Fox Wealth Advisors
Delaware
$2.81K +$3.02K +6 New