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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$650K +$370K +6,585 +81%
PP
227
PDT Partners
New York
$648K -$2.74M -48,800 -77%
LIP
228
Lighthouse Investment Partners
Florida
$618K +$784K +13,967 New
TGIA
229
Torrey Growth & Income Advisors
California
$604K -$215K -3,832 -22%
Wealth Enhancement Advisory Services
230
Wealth Enhancement Advisory Services
Minnesota
$591K -$33.3K -593 -4%
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$589K -$79.6K -1,418 -10%
CCIA
232
Campbell & Co Investment Adviser
Maryland
$576K -$415K -7,401 -36%
WG
233
Winton Group
United Kingdom
$573K +$726K +12,940 New
OAM
234
Oppenheimer Asset Management
New York
$557K -$175K -3,116 -20%
VI
235
Vestcor Inc
New Brunswick, Canada
$545K
EF
236
Empowered Funds
Pennsylvania
$542K -$5.53M -98,527 -89%
Public Employees Retirement Association of Colorado
237
Public Employees Retirement Association of Colorado
Colorado
$541K
OL
238
one8zero8 LLC
North Carolina
$536K -$177K -3,150 -21%
SC
239
Solstein Capital
California
$535K
IWC
240
Integrated Wealth Concepts
Massachusetts
$533K -$782K -13,934 -54%
TIM
241
Tevis Investment Management
Texas
$529K
CA
242
Cache Advisors
California
$527K -$123K -2,200 -16%
BG
243
Bellevue Group
Switzerland
$523K +$119K +2,124 +22%
Sumitomo Mitsui Trust Group
244
Sumitomo Mitsui Trust Group
Japan
$516K
DC
245
Diametric Capital
Massachusetts
$505K +$640K +11,408 New
Lido Advisors
246
Lido Advisors
California
$503K +$608K +10,835 New
SC
247
SummitTX Capital
Texas
$501K +$635K +11,319 New
LAM
248
LECAP Asset Management
United Kingdom
$491K +$127K +2,254 +26%
CIBC World Market
249
CIBC World Market
Ontario, Canada
$491K -$1.22M -21,691 -66%
1C
250
111 Capital
France
$490K +$622K +11,077 New