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HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
751
Berbice Capital Management
New York
$5.71K – – –
BCH
752
Berkshire Capital Holdings
California
$5.71K – – –
TFA
753
Toth Financial Advisory
Virginia
$5.71K – – –
CFD
754
Creative Financial Designs
Indiana
$5.71K +$701 +1 +11%
BI
755
Binnacle Investments
Iowa
$5.71K +$7.01K +10 New
WT
756
Washington Trust
Rhode Island
$5.71K -$5.61K -8 -44%
JWA
757
JFS Wealth Advisors
Pennsylvania
$5.14K +$1.4K +2 +29%
ANBT
758
American National Bank & Trust
Texas
$5.14K +$6.31K +9 New
WIM
759
Westside Investment Management
California
$4.66K – – –
AP
760
Aspect Partners
Virginia
$4.57K +$5.61K +8 New
PAM
761
Parvin Asset Management
South Dakota
$4.57K +$5.61K +8 New
HFS
762
Hughes Financial Services
Virginia
$4.07K +$4.91K +7 New
AWM
763
Abound Wealth Management
Tennessee
$4K – – –
GSWM
764
Golden State Wealth Management
California
$4K +$1.4K +2 +40%
DF
765
Dunhill Financial
United Kingdom
$4K +$4.91K +7 New
NC
766
NewSquare Capital
Pennsylvania
$4K +$4.91K +7 New
RS
767
Rakuten Securities
Japan
$3.43K -$9.12K -13 -68%
SOW
768
State of Wyoming
Wyoming
$3.43K -$2.1K -3 -33%
MWM
769
Mascoma Wealth Management
New Hampshire
$3.43K – – –
SO
770
Sierra Ocean
California
$3.43K – – –
AW
771
Avion Wealth
Texas
$3K – – –
CFFP
772
Center for Financial Planning
Michigan
$2.86K – – –
SC
773
Stephens Consulting
Michigan
$2.86K – – –
RWM
774
Raffa Wealth Management
District of Columbia
$2.86K -$701 -1 -17%
BCM
775
Blume Capital Management
California
$2.29K – – –
29 30
31
32 33