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HubSpot

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
201
Harvest Fund Management
China
$62K -$93.1K -710 -59%
LTFS
202
Ladenburg Thalmann Financial Services
Florida
$60K -$1.57K -12 -2%
AssetMark Inc
203
AssetMark Inc
California
$55K -$5.64K -43 -9%
ASN
204
Advisory Services Network
Georgia
$54K +$6.68K +51 +14%
FNC
205
First National Corp
Massachusetts
$54K +$56.5K +431 New
MCM
206
McKinley Capital Management
Alaska
$51K +$53.6K +409 New
FHB
207
First Hawaiian Bank
Hawaii
$43K +$44.6K +340 New
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$40K +$41.4K +316 New
IDBONY
209
Israel Discount Bank of New York
New York
$38K -$9.83K -75 -20%
FANJ
210
Financial Architects (New Jersey)
New Jersey
$31K -$2.62K -20 -8%
JA
211
JOYN Advisors
Georgia
$31K – – –
FHA
212
First Horizon Advisors
Tennessee
$27K – – –
RFC
213
Regions Financial Corp
Alabama
$26K – – –
EWM
214
Executive Wealth Management
Michigan
$26K +$26.7K +204 New
AIL
215
AGF Investments LLC
Ontario, Canada
$25K +$25.8K +197 New
VFA
216
Valeo Financial Advisors
Indiana
$24K – – –
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$23K – – –
BFEC
218
Benjamin F. Edwards & Company
Missouri
$19K – – –
IA
219
IFP Advisors
Florida
$19K – – –
APA
220
American Portfolios Advisors
New York
$14.6K +$5.9K +45 +63%
RFWA
221
RPg Family Wealth Advisory
Massachusetts
$14.2K – – –
RE
222
RBC Europe
United Kingdom
$13.8K – – –
PRC
223
Pearl River Capital
Michigan
$13K +$13.2K +101 New
IUHSA
224
Itau Unibanco Holding S.A.
Brazil
$12K – – –
CAM
225
Cresset Asset Management
Illinois
$12K +$12.8K +98 New