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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
251
State of Tennessee, Department of Treasury
Tennessee
$134K +$131K +3,932 New
CM
252
Caption Management
Oklahoma
$112K +$110K +3,300 New
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$108K +$6.79K +204 +7%
US Bancorp
254
US Bancorp
Minnesota
$98.6K -$12.3K -368 -11%
CFD
255
Creative Financial Designs
Indiana
$94.2K -$2K -60 -2%
HIIFS
256
Harel Insurance Investments & Financial Services
Israel
$86K +$7.92K +238 +10%
NRG
257
Nemes Rush Group
Michigan
$78.3K +$76.7K +2,303 New
PP
258
PFS Partners
New Jersey
$68K +$66.6K +2,000 New
VanEck Associates
259
VanEck Associates
New York
$67K +$65.6K +1,971 New
SAM
260
Shell Asset Management
Netherlands
$65K -$400 -12 -0.6%
UB
261
UMB Bank
Missouri
$56.5K
AssetMark Inc
262
AssetMark Inc
California
$47.3K +$11.9K +357 +35%
S
263
SignatureFD
Georgia
$37.5K +$366 +11 +1%
SPIA
264
Steward Partners Investment Advisory
New York
$28.3K
HNB
265
Huntington National Bank
Ohio
$27.9K -$20.9K -627 -43%
GWM
266
Geneos Wealth Management
Colorado
$27.2K +$26.6K +800 New
CG
267
Cutler Group
California
$24K -$25.7K -771 -52%
YAL
268
Your Advocates Ltd
Texas
$20.7K
IFAM
269
Institutional & Family Asset Management
Colorado
$20.2K +$266 +8 +1%
HI
270
Harbour Investments
Wisconsin
$17K
LFG
271
Larson Financial Group
Missouri
$17K
WIM
272
Westside Investment Management
California
$13.6K
SSB
273
Sandy Spring Bank
Maryland
$11.9K
C
274
Covestor
United Kingdom
$11K -$67 -2 -0.6%
PA
275
Parallel Advisors
California
$10.8K -$6.18M -185,466 -100%