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Doximity
DOCS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Advisory Services Network
426
Advisory Services Network
Georgia
– -USD 36.3 k -1,557 Cerradas
SC
427
SMA Capital
New York
– -USD 20.9 k -895 Cerradas
Salomon & Ludwin
428
Salomon & Ludwin
Virginia
– -USD 10.1 k -444 Cerradas
Root Financial Partners
429
Root Financial Partners
California
– -USD 7.15 k -307 Cerradas
PWMG
430
Private Wealth Management Group
New Jersey
– -USD 5.59 k -240 Cerradas
MWA
431
Medallion Wealth Advisors
Connecticut
– -USD 5.24 k -225 Cerradas
AT
432
Arlington Trust
Alabama
– -USD 4.45 k -191 Cerradas
WPA
433
Wealth Preservation Advisors
Tennessee
– -USD 3.84 k -165 Cerradas
Clearstead Trust
434
Clearstead Trust
Maine
– -USD 2.94 k -126 Cerradas
Glen Eagle Advisors
435
Glen Eagle Advisors
New Jersey
– -USD 2.33 k -100 Cerradas
Bogart Wealth LLC
436
Bogart Wealth LLC
Virginia
– -USD 2.31 k -99 Cerradas
RMG Wealth Management
437
RMG Wealth Management
Wisconsin
– -USD 2.5 k -95 Cerradas
IAAG
438
Innovative Asset Advisors Group
Connecticut
– -USD 2.12 k -91 Cerradas
CVA Family Office
439
CVA Family Office
Colorado
– -USD 1.49 k -64 Cerradas
Physician Wealth Advisors
440
Physician Wealth Advisors
Utah
– -USD 1.4 k -60 Cerradas
PIS
441
POM Investment Strategies
North Carolina
– -USD 1.38 k -59 Cerradas
Ancora Advisors
442
Ancora Advisors
Ohio
– -USD 1.14 k -49 Cerradas
MASECO Private Wealth
443
MASECO Private Wealth
– -USD 1 k -43 Cerradas
JTBR
444
James T. Borello RIA
Illinois
– -USD 1 k -43 Cerradas
BWA
445
Basecamp Wealth Advisors
Washington
– -USD 955 -41 Cerradas
First Horizon Corporation
446
First Horizon Corporation
Tennessee
– -USD 816 -35 Cerradas
SouthState Corp
447
SouthState Corp
Florida
– -USD 816 -35 Cerradas
MTIC
448
Missouri Trust & Investment Company
Missouri
– -USD 722 -31 Cerradas
GWS
449
Greykasell Wealth Strategies
California
– -USD 559 -24 Cerradas
AW
450
Avion Wealth
Texas
– -USD 442 -20 -50%
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