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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Allworth Financial
California
$42.4K -$34.1K -1,540 -43%
FFA
252
Farther Finance Advisors
California
$40.7K -$9.93K -449 -19%
MO
253
McMillan Office
Michigan
$40.4K
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$39.6K -$20.4K -921 -33%
FFG
255
Forum Finance Group
$34K
Nisa Investment Advisors
256
Nisa Investment Advisors
Missouri
$24.1K -$6.94K -314 -21%
WIM
257
Westside Investment Management
California
$22.8K +$2.21K +100 +10%
NA
258
NewEdge Advisors
Louisiana
$22.4K +$398 +18 +2%
LFG
259
Larson Financial Group
Missouri
$22K +$9.99K +452 +74%
GWP
260
Gen-Wealth Partners
Michigan
$22K -$4.31K -195 -16%
Bessemer Group
261
Bessemer Group
New Jersey
$22K +$17.9K +809 +320%
BTI
262
Blue Trust Inc
Georgia
$20.8K
TFA
263
Toth Financial Advisory
Virginia
$20.7K -$22.1K -1,000 -50%
APW
264
Allied Private Wealth
Florida
$20.1K +$20.5K +926 New
C
265
Covestor
United Kingdom
$19K -$2.81K -127 -12%
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$19K +$20.2K +914 New
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$18.3K +$9.04K +409 +86%
SPIA
268
Steward Partners Investment Advisory
New York
$15K -$64.2K -2,903 -80%
Los Angeles Capital Management
269
Los Angeles Capital Management
California
$13.1K
CFD
270
Creative Financial Designs
Indiana
$12.4K
RIL
271
Rothschild Investment LLC
Illinois
$12.1K +$7.63K +345 +144%
CA
272
Clearstead Advisors
Ohio
$11.1K +$133 +6 +1%
LI
273
LRI Investments
Florida
$10.4K -$6.19K -280 -36%
CFB
274
Cullen/Frost Bankers
Texas
$10.4K
CFFP
275
Center for Financial Planning
Michigan
$9.96K