We are live on ! Find out more
DOCS icon

Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
301
Colonial Trust Advisors
South Carolina
$3.39K +$1.31K +46 +58%
NRG
302
Nemes Rush Group
Michigan
$3.15K
SAM
303
Smartleaf Asset Management
Massachusetts
$3.1K +$1.63K +57 +98%
Bessemer Group
304
Bessemer Group
New Jersey
$3K
PTC
305
Private Trust Company
Ohio
$2.91K +$342 +12 +13%
EBA
306
Eagle Bay Advisors
New York
$2.69K
MSFP
307
Mark Sheptoff Financial Planning
Connecticut
$2.69K
MAWCM
308
Mine & Arao Wealth Creation & Management
California
$2.69K
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$2.58K
GRP
310
Global Retirement Partners
California
$2.34K
BIA
311
Bell Investment Advisors
California
$2.18K
GIA
312
GHP Investment Advisors
Colorado
$2.02K
HFS
313
Hantz Financial Services
Michigan
$2K -$217K -7,614 -99%
PS
314
PayPay Securities
Japan
$1.96K +$29 +1 +1%
Nisa Investment Advisors
315
Nisa Investment Advisors
Missouri
$1.88K
EWA
316
EverSource Wealth Advisors
Alabama
$1.8K +$684 +24 +48%
S
317
Sachetta
Massachusetts
$1.43K
CSC
318
Caldwell Sutter Capital
California
$1.35K -$1.43K -50 -50%
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$1.35K
CPG
320
Cornerstone Planning Group
New Jersey
$1.11K -$2.25K -79 -63%
VNA
321
Valley National Advisers
Pennsylvania
$1K
AW
322
Avion Wealth
Texas
$1K +$513 +18 New
UB
323
UMB Bank
Missouri
$915 +$969 +34 New
MTIC
324
Missouri Trust & Investment Company
Missouri
$834
AssetMark Inc
325
AssetMark Inc
California
$673 +$713 +25 New