We are live on ! Find out more
DOCS icon

Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
Farther Finance Advisors
251
Farther Finance Advisors
California
$40.7K -$9.9K -449 -19%
MO
252
McMillan Office
Michigan
$40.4K – – –
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$39.6K -$20.4K -921 -33%
FFG
254
Forum Finance Group
$34K – – –
Nisa Investment Advisors
255
Nisa Investment Advisors
Missouri
$24.1K -$6.94K -314 -21%
Westside Investment Management
256
Westside Investment Management
California
$22.8K +$2.21K +100 +10%
NewEdge Advisors
257
NewEdge Advisors
Louisiana
$22.4K +$398 +18 +2%
Larson Financial Group
258
Larson Financial Group
Missouri
$22K +$10K +452 +74%
GWP
259
Gen-Wealth Partners
Michigan
$22K -$4.31K -195 -16%
Bessemer Group
260
Bessemer Group
New Jersey
$22K +$17.9K +809 +320%
Blue Trust Inc
261
Blue Trust Inc
Georgia
$20.8K – – –
Toth Financial Advisory
262
Toth Financial Advisory
Virginia
$20.7K -$22.1K -1,000 -50%
APW
263
Allied Private Wealth
Florida
$20.1K +$20.5K +926 New
C
264
Covestor
United Kingdom
$19K -$2.81K -127 -12%
Mirae Asset Global Investments
265
Mirae Asset Global Investments
South Korea
$19K +$20.2K +914 New
MassMutual Private Wealth & Trust
266
MassMutual Private Wealth & Trust
Connecticut
$18.3K +$9.04K +409 +86%
Steward Partners Investment Advisory
267
Steward Partners Investment Advisory
New York
$15K -$64.2K -2,903 -80%
Los Angeles Capital Management
268
Los Angeles Capital Management
California
$13.1K – – –
Creative Financial Designs
269
Creative Financial Designs
Indiana
$12.4K – – –
Rothschild Investment LLC
270
Rothschild Investment LLC
Illinois
$12.1K +$7.63K +345 +144%
Parkside Financial Bank & Trust
271
Parkside Financial Bank & Trust
Missouri
$11.8K +$1.11K +50 +10%
Clearstead Advisors
272
Clearstead Advisors
Ohio
$11.1K +$133 +6 +1%
LRI Investments
273
LRI Investments
Florida
$10.4K -$6.19K -280 -36%
Cullen/Frost Bankers
274
Cullen/Frost Bankers
Texas
$10.4K – – –
Center for Financial Planning
275
Center for Financial Planning
Michigan
$10K – – –