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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
CI
301
Corient IA
Florida
$307K
WPC
302
Wedmont Private Capital
Pennsylvania
$305K -$49.3K -884 -15%
DFCM
303
Dark Forest Capital Management
Puerto Rico
$303K +$276K +4,942 New
PIM
304
Plato Investment Management
Australia
$301K -$44.7K -802 -14%
WA
305
Wealth Alliance
New York
$291K +$24.3K +436 +10%
LCM
306
Legato Capital Management
California
$287K -$266K -4,760 -50%
SCM
307
Shelton Capital Management
Colorado
$286K
GCM
308
Gallacher Capital Management
Colorado
$286K +$260K +4,662 New
EWM
309
Edge Wealth Management
New York
$285K
MML Investors Services
310
MML Investors Services
Massachusetts
$284K -$463K -8,299 -64%
SI
311
Stephens Inc
Arkansas
$282K +$14.4K +259 +6%
CL
312
Choreo LLC
Illinois
$276K +$251K +4,499 New
GT
313
Greenleaf Trust
Michigan
$275K -$558 -10 -0.2%
FTWA
314
Fifth Third Wealth Advisors
Ohio
$273K -$15.5K -277 -6%
PCM
315
Prelude Capital Management
New York
$272K +$247K +4,436 New
CMBA
316
C.M. Bidwell & Associates
Hawaii
$272K -$11.2K -200 -4%
MOS
317
MGO One Seven
Ohio
$265K -$11K -197 -4%
Corient Private Wealth
318
Corient Private Wealth
Florida
$261K -$389K -6,965 -62%
HR
319
Hardy Reed
Mississippi
$250K -$5.13K -92 -2%
AWM
320
Axxcess Wealth Management
California
$249K -$17.7K -317 -7%
JIC
321
Joel Isaacson & Co
New York
$245K
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$239K -$196K -3,511 -47%
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$238K
PFS
324
Prospera Financial Services
Texas
$237K +$216K +3,868 New
Truist Financial
325
Truist Financial
North Carolina
$236K -$35.4K -634 -14%