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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
276
Eventide Asset Management
Massachusetts
$554K +$602K +9,534 New
UWS
277
Unique Wealth Strategies
Illinois
$551K -$201K -3,187 -25%
LCM
278
Legato Capital Management
California
$548K +$251K +3,970 +73%
Aviva
279
Aviva
United Kingdom
$539K -$141K -2,227 -19%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$536K +$227K +3,599 +64%
DWM
281
Dakota Wealth Management
Florida
$532K +$578K +9,161 New
BRWA
282
B. Riley Wealth Advisors
Florida
$511K +$170K +2,700 +44%
MAG
283
MRA Advisory Group
New Jersey
$505K +$549K +8,695 New
CAG
284
Csenge Advisory Group
Florida
$502K +$229K +3,627 +63%
EI
285
Ethic Inc
New York
$482K +$536K +8,492 New
CGH
286
Crossmark Global Holdings
Texas
$472K +$4.36K +69 +0.9%
USAA
287
United Services Automobile Association
Texas
$472K +$510K +8,070 New
QCM
288
Quantinno Capital Management
New York
$463K +$213K +3,371 +73%
AI
289
Atria Investments
North Carolina
$463K -$62.8K -995 -11%
SBIA
290
Sheaff Brock Investment Advisors
Indiana
$463K -$105K -1,657 -17%
CFM
291
Catalyst Funds Management
Australia
$458K +$499K +7,900 New
TWM
292
TriaGen Wealth Management
California
$450K +$489K +7,749 New
OAM
293
Oxford Asset Management
United Kingdom
$448K +$487K +7,717 New
SCM
294
Semanteon Capital Management
Massachusetts
$437K +$476K +7,531 New
SG
295
StepStone Group
California
$435K +$473K +7,497 New
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$430K +$162K +2,569 +53%
WMA
297
West Michigan Advisors
Michigan
$427K +$102K +1,623 +28%
YMRC
298
Yorktown Management & Research Company
Virginia
$418K
QCG
299
Quadrant Capital Group
Ohio
$416K +$437K +6,913 +2,743%
PWM
300
Perigon Wealth Management
California
$408K -$129K -2,039 -22%