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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
276
Fernwood Investment Management
Massachusetts
$12K +$12.7K +446 New
PS
277
Principal Securities
Iowa
$11.4K -$4.76K -167 -28%
SWM
278
Spire Wealth Management
Virginia
$9.42K +$7.13K +250 +250%
PFBT
279
Parkside Financial Bank & Trust
Missouri
$8.85K
RAM
280
Riggs Asset Management
Pennsylvania
$8.07K
WTC
281
WhitTier Trust Company
Nevada
$8.07K
C
282
Covestor
United Kingdom
$8K -$29 -1 -0.3%
Jones Financial Companies
283
Jones Financial Companies
Missouri
$7.64K +$1.85K +65 +30%
GEA
284
Glen Eagle Advisors
New Jersey
$7.27K
CA
285
Continuum Advisory
Idaho
$6.77K +$8.12K +285 New
SSB
286
Sandy Spring Bank
Maryland
$6.73K
TSWM
287
Tyler-Stone Wealth Management
Ohio
$6.73K
WTA
288
Washington Trust Advisors
Massachusetts
$6.42K -$3.96K -139 -37%
CA
289
Clearstead Advisors
Ohio
$6.14K
SWS
290
SYSTM Wealth Solutions
Illinois
$6.14K +$656 +23 +11%
LC
291
Lindbrook Capital
California
$6K
CI Investments Inc
292
CI Investments Inc
Ontario, Canada
$6K +$1.2K +42 +22%
HI
293
Harbour Investments
Wisconsin
$5.38K -$2.85K -100 -33%
BTI
294
Blue Trust Inc
Georgia
$5.17K -$3.51K -123 -39%
FFO
295
Fortitude Family Office
Arizona
$5.14K
AF
296
Allworth Financial
California
$4.44K -$314 -11 -6%
TC
297
Truvestments Capital
Florida
$3.93K
FFA
298
Farther Finance Advisors
California
$3.86K
IHWM
299
Iron Horse Wealth Management
Iowa
$3.82K
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$3.63K -$23.3K -818 -86%