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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
276
Provence Wealth Management Group
California
$7.01K
SSB
277
Sandy Spring Bank
Maryland
$7.01K
TSWM
278
Tyler-Stone Wealth Management
Ohio
$7.01K
ODG
279
O'Dell Group
Ohio
$7.01K +$5.91K +250 New
LC
280
Lindbrook Capital
California
$6.25K +$4.32K +183 +458%
Jones Financial Companies
281
Jones Financial Companies
Missouri
$6.14K +$3.78K +160 +271%
BTI
282
Blue Trust Inc
Georgia
$6K +$2.9K +123 +64%
SWS
283
SYSTM Wealth Solutions
Illinois
$5.75K +$4.84K +205 New
FFO
284
Fortitude Family Office
Arizona
$5.36K +$4.51K +191 New
CI Investments Inc
285
CI Investments Inc
Ontario, Canada
$5K +$142 +6 +3%
AF
286
Allworth Financial
California
$4.94K +$2.48K +105 +148%
TCWA
287
Turtle Creek Wealth Advisors
Texas
$4.35K +$3.66K +155 New
TC
288
Truvestments Capital
Florida
$4.09K -$449 -19 -12%
FFA
289
Farther Finance Advisors
California
$4.09K +$3.45K +146 New
IHWM
290
Iron Horse Wealth Management
Iowa
$3.98K
DWMG
291
DB Wealth Management Group
California
$3.95K
CPG
292
Cornerstone Planning Group
New Jersey
$3.5K +$1.87K +79 +172%
NRG
293
Nemes Rush Group
Michigan
$3.28K
SWM
294
Spire Wealth Management
Virginia
$3.05K -$142 -6 -6%
Bessemer Group
295
Bessemer Group
New Jersey
$3K +$2.55K +108 New
CSC
296
Caldwell Sutter Capital
California
$2.8K
EBA
297
Eagle Bay Advisors
New York
$2.8K
MSFP
298
Mark Sheptoff Financial Planning
Connecticut
$2.8K
MAWCM
299
Mine & Arao Wealth Creation & Management
California
$2.8K +$2.36K +100 New
PTC
300
Private Trust Company
Ohio
$2.69K