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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$505K -$73.3K -463 -13%
PP
177
PagnatoKarp Partners
Virginia
$499K +$475K +3,000 New
IC
178
Inverness Counsel
New York
$472K -$44.7K -282 -9%
LA
179
Legacy Advisors
Pennsylvania
$458K +$436K +2,752 New
OSIA
180
O'Shares Investment Advisers
Massachusetts
$455K +$433K +2,735 New
Lido Advisors
181
Lido Advisors
California
$445K +$77.8K +491 +22%
ECM
182
Element Capital Management
New York
$402K +$383K +2,417 New
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$398K -$5.86K -37 -2%
SC
184
Slow Capital
California
$395K +$377K +2,379 New
BC
185
Brinker Capital
Pennsylvania
$373K +$356K +2,245 New
GC
186
Guggenheim Capital
Illinois
$364K -$76.2K -481 -18%
EP
187
Elkfork Partners
Oregon
$362K -$48.5K -306 -12%
CPP
188
Crow Point Partners
Massachusetts
$351K -$97.6K -616 -23%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$345K -$51.6K -326 -14%
OAM
190
Oppenheimer Asset Management
New York
$338K +$69.1K +436 +27%
NSEDCP
191
NJ State Employees Deferred Compensation Plan
New Jersey
$332K -$317K -2,000 -50%
N
192
Natixis
France
$331K +$21.2K +134 +7%
C
193
Cerebellum
California
$325K +$310K +1,956 New
MIFH
194
Migdal Insurance & Financial Holdings
Israel
$300K -$8.55K -54 -3%
GHCM
195
Glen Harbor Capital Management
California
$298K -$39.9K -252 -12%
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$297K +$7.92K +50 +3%
CIM
197
CIM Investment Management
Pennsylvania
$294K -$2.38K -15 -0.8%
GAM
198
Gotham Asset Management
New York
$285K +$271K +1,712 New
WF
199
Welch & Forbes
Massachusetts
$284K -$47.5K -300 -15%
BCM
200
Bayesian Capital Management
New York
$283K +$269K +1,700 New