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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
301
Mark Sheptoff Financial Planning
Connecticut
$3.4K
IA
302
IFP Advisors
Florida
$3.4K +$2.8K +84 +525%
CSC
303
Caldwell Sutter Capital
California
$3.4K +$3.33K +100 New
MCA
304
Maryland Capital Advisors
Maryland
$3.4K +$3.33K +100 New
PTC
305
Private Trust Company
Ohio
$3.27K +$3.2K +96 New
CTC
306
Central Trust Company
Missouri
$2.89K
CTA
307
Colonial Trust Advisors
South Carolina
$2.72K
SCA
308
Stonebridge Capital Advisors
Minnesota
$2.62K +$2.56K +77 New
BIA
309
Bell Investment Advisors
California
$2.48K +$699 +21 +40%
LC
310
Lindbrook Capital
California
$2.35K +$300 +9 +15%
GIA
311
GHP Investment Advisors
Colorado
$1.79K
RA
312
Rise Advisors
New York
$1.7K -$1.67K -50 -50%
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$1.7K +$1.67K +50 New
JMF
314
Johnson Midwest Financial
Iowa
$1.67K
AF
315
Allworth Financial
California
$1.56K
CPG
316
Cornerstone Planning Group
New Jersey
$1.56K +$1.53K +46 New
GRP
317
Global Retirement Partners
California
$1.05K
MTIC
318
Missouri Trust & Investment Company
Missouri
$1.05K
SS
319
Sunbelt Securities
Texas
$850
NA
320
NewEdge Advisors
Louisiana
$816 +$799 +24 New
GJIA
321
Glass Jacobson Investment Advisors
Maryland
$749 +$733 +22 New
BAAM
322
Baker Avenue Asset Management
California
$612
GCS
323
Gordian Capital (Singapore)
Singapore
$544
GWS
324
Glassman Wealth Services
Virginia
$340
BWL
325
Bogart Wealth LLC
Virginia
$306