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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
Horizon Investments
326
Horizon Investments
North Carolina
$1.06K -$126K -5,705 -99%
AIC
327
Archer Investment Corporation
Indiana
$1.04K -$312K -14,100 -100%
Financial Consulate
328
Financial Consulate
Maryland
$1.04K – – –
SHP Wealth Management
329
SHP Wealth Management
Massachusetts
$975 -$1.15K -52 -53%
APFP
330
Action Point Financial Planning
Michigan
$954 +$1.04K +47 New
TM
331
Torren Management
California
$933 – – –
PS
332
PayPay Securities
Japan
$913 +$88 +4 +10%
Marquette Asset Management
333
Marquette Asset Management
Minnesota
$913 +$243 +11 +33%
RF
334
Rossby Financial
Florida
$830 -$2.14K -97 -71%
CoreCap Advisors
335
CoreCap Advisors
Michigan
$767 – – –
CH
336
Cromwell Holdings
Wyoming
$684 +$730 +33 New
FC
337
Fairscale Capital
New Hampshire
$643 – – –
TFC Financial Management
338
TFC Financial Management
Massachusetts
$623 +$663 +30 New
IMA Advisory Services
339
IMA Advisory Services
Colorado
$622 +$287 +13 +76%
Keating Financial Advisory Services
340
Keating Financial Advisory Services
Kansas
$601 -$111 -5 -15%
TSMHT
341
Thurston Springer Miller Herd & Titak
Indiana
$580 – – –
IPS
342
Investors Portfolio Services
Washington
$373 +$398 +18 New
SFG
343
Strive Financial Group
Indiana
$353 +$376 +17 New
PS
344
Planning Strategies
Pennsylvania
$311 +$332 +15 New
WWM
345
Wolff Wiese Magana
California
$291 +$310 +14 New
AWM
346
Activest Wealth Management
Florida
$249 +$265 +12 New
PB
347
Prosperity Bancshares
Texas
$228 – – –
Stone House Investment Management
348
Stone House Investment Management
Pennsylvania
$187 – – –
CCMI
349
Creative Capital Management Investments
California
$166 +$177 +8 New
FFO
350
Fortitude Family Office
Arizona
$145 -$4.05K -183 -96%