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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
301
CI Investments Inc
Ontario, Canada
$10K -$67 -2 -0.9%
EWA
302
EverSource Wealth Advisors
Alabama
$9.67K +$1.87K +56 +34%
WWM
303
Wolff Wiese Magana
California
$9.06K +$6.94K +208 New
GEA
304
Glen Eagle Advisors
New Jersey
$9.02K -$2.1K -63 -23%
HI
305
Harbour Investments
Wisconsin
$8.71K
FFO
306
Fortitude Family Office
Arizona
$8.32K
SAM
307
Smartleaf Asset Management
Massachusetts
$7.76K +$2.13K +64 +55%
AF
308
Allworth Financial
California
$7.23K +$267 +8 +5%
CA
309
Clearstead Advisors
Ohio
$7.1K +$3.33K +100 +159%
WTA
310
Washington Trust Advisors
Massachusetts
$6.49K
BBHC
311
Brown Brothers Harriman & Co
New York
$6.49K +$4.97K +149 New
IHWM
312
Iron Horse Wealth Management
Iowa
$6.19K
CTA
313
Colonial Trust Advisors
South Carolina
$5.49K
PTC
314
Private Trust Company
Ohio
$4.71K
EBA
315
Eagle Bay Advisors
New York
$4.36K
MSFP
316
Mark Sheptoff Financial Planning
Connecticut
$4.36K
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$4.18K -$867 -26 -21%
GRP
318
Global Retirement Partners
California
$4.1K +$233 +7 +8%
AWM
319
Avior Wealth Management
Nebraska
$3.96K
QCG
320
Quadrant Capital Group
Ohio
$3.7K +$667 +20 +31%
GIA
321
GHP Investment Advisors
Colorado
$3.27K
BCMLT
322
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.27K +$2.5K +75 New
NRG
323
Nemes Rush Group
Michigan
$3.15K
HNB
324
Huntington National Bank
Ohio
$3.09K -$3.33K -100 -58%
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$2.88K -$2.9K -87 -57%