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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
726
Cullen/Frost Bankers
Texas
$803 -$4.97K -12 -86%
TPCW
727
TD Private Client Wealth
New York
$803 -$2.48K -6 -75%
DF
728
DecisionPoint Financial
Arizona
$803 – – –
FNWA
729
Financial Network Wealth Advisors
Utah
$803 – – –
FCAS
730
First Command Advisory Services
Texas
$803 – – –
WWA
731
Wealth Watch Advisors
Colorado
$803 – – –
WAG
732
Wiser Advisor Group
Arizona
$803 – – –
QWM
733
Quaker Wealth Management
New Jersey
$803 +$828 +2 New
SGK
734
Steigerwald Gordon & Koch
Virginia
$803 +$828 +2 New
SHIM
735
Stone House Investment Management
Pennsylvania
$803 +$828 +2 New
WA
736
Whipplewood Advisors
Colorado
$803 +$828 +2 New
NS
737
NBC Securities
Alabama
$802 – – –
ACA
738
American Capital Advisory
Idaho
$402 – – –
AGWCA
739
Annis Gardner Whiting Capital Advisors
Florida
$402 – – –
RWM
740
Rialto Wealth Management
New York
$402 – – –
AWA
741
Acumen Wealth Advisors
Tennessee
$402 +$414 +1 New
Pacer Advisors
742
Pacer Advisors
Pennsylvania
$401 -$51K -123 -99%
HFS
743
Hughes Financial Services
Virginia
$401 -$414 -1 -50%
CWP
744
Clark Wealth Partners
Illinois
$401 – – –
ANBT
745
American National Bank & Trust
Texas
$401 +$414 +1 New
MB
746
MidFirst Bank
Oklahoma
$401 +$414 +1 New
SEP
747
Signature Equity Partners
Ohio
$401 +$414 +1 New
MFP
748
Meramec Financial Planners
Missouri
$233 +$414 +1 New
DCP
749
Durable Capital Partners
Maryland
– -$153M -326,711 Closed
AM
750
Atreides Management
Massachusetts
– -$114M -243,434 Closed