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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
301
Venturi Wealth Management
Texas
$420K
SGAM
302
Smith Group Asset Management
Texas
$407K -$620K -9,510 -63%
CB
303
Commerce Bank
Missouri
$403K +$2.28K +35 +0.6%
GC
304
Guggenheim Capital
Illinois
$397K -$848 -13 -0.2%
BF
305
BOK Financial
Oklahoma
$392K +$17.5K +269 +5%
PWM
306
Prosperity Wealth Management
California
$382K +$341K +5,225 New
FCG
307
Fielder Capital Group
Tennessee
$382K +$782 +12 +0.2%
WPC
308
Wedmont Private Capital
Pennsylvania
$379K +$32.1K +492 +10%
WA
309
Wealth Alliance
New York
$375K +$24.6K +378 +8%
AWM
310
Axxcess Wealth Management
California
$371K +$65.9K +1,010 +25%
MOS
311
MGO One Seven
Ohio
$346K +$26.7K +409 +9%
LCM
312
Legato Capital Management
California
$342K
SCM
313
Shelton Capital Management
Colorado
$341K
EWM
314
Edge Wealth Management
New York
$340K
TPI
315
Trust Point Inc
Wisconsin
$339K +$57.2K +878 +23%
SPIA
316
Steward Partners Investment Advisory
New York
$339K +$118K +1,817 +65%
Schroder Investment Management Group
317
Schroder Investment Management Group
United Kingdom
$332K +$288K +4,420 New
SFA
318
Sequoia Financial Advisors
Ohio
$325K +$289K +4,438 New
CL
319
Choreo LLC
Illinois
$324K -$4.5K -69 -2%
SI
320
Stephens Inc
Arkansas
$319K -$15.4K -236 -5%
GT
321
Greenleaf Trust
Michigan
$319K -$7.89K -121 -3%
CIP
322
Convergence Investment Partners
Florida
$318K +$283K +4,346 New
MML Investors Services
323
MML Investors Services
Massachusetts
$308K -$27.2K -417 -9%
FTWA
324
Fifth Third Wealth Advisors
Ohio
$306K -$17.5K -269 -6%
GI
325
GAMMA Investing
California
$304K +$76.2K +1,169 +39%