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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Selective Wealth Management
Virginia
$3K -$1.06K -27 -22%
MSFP
227
Mark Sheptoff Financial Planning
Connecticut
$3K
RA
228
Rise Advisors
New York
$3K +$1.97K +50 +100%
SWM
229
Spire Wealth Management
Virginia
$3K +$3.94K +100 New
FF
230
FourThought Financial
Florida
$2K +$1.5K +38 +633%
BIA
231
Bell Investment Advisors
California
$2K +$1.77K +45 New
TPCW
232
TD Private Client Wealth
New York
$1.88K +$2.13K +54 New
VVP
233
Venture Visionary Partners
Ohio
$1.43K +$1.61K +41 New
GCS
234
Gordian Capital (Singapore)
Singapore
$1K -$47.2K -1,200 -99%
BCH
235
Berkshire Capital Holdings
California
$1K
Federated Hermes
236
Federated Hermes
Pennsylvania
$1K +$276 +7 New
CAL
237
Capital Advisors Ltd
Ohio
$1K +$827 +21 New
BWL
238
Bogart Wealth LLC
Virginia
$1K +$1.18K +30 New
MTIC
239
Missouri Trust & Investment Company
Missouri
$1K +$1.22K +31 New
GRP
240
Global Retirement Partners
California
$1K +$1.26K +32 New
HR
241
Howe & Rusling
New York
$1K +$1.5K +38 New
WIM
242
Westside Investment Management
California
$5 +$5.91K +150 New
Allspring Global Investments
243
Allspring Global Investments
North Carolina
-$62.3M -1,196,392 Closed
WRCM
244
Whale Rock Capital Management
Massachusetts
-$42M -805,973 Closed
Voloridge Investment Management
245
Voloridge Investment Management
Florida
-$36.2M -695,888 Closed
Norges Bank
246
Norges Bank
Norway
-$34.4M -659,800 Closed
SSA
247
Schonfeld Strategic Advisors
New York
-$24M -459,901 Closed
Citadel Advisors
248
Citadel Advisors
Florida
-$14.2M -361,372 Closed
Franklin Resources
249
Franklin Resources
California
-$16.4M -314,034 Closed
CCP
250
Clough Capital Partners
Massachusetts
-$11.7M -224,110 Closed