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Doximity
DOCS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
326
Archer Investment Corporation
Indiana
$1.04K -$312K -14,100 -100%
FC
327
Financial Consulate
Maryland
$1.04K – – –
SWM
328
SHP Wealth Management
Massachusetts
$975 -$1.15K -52 -53%
APFP
329
Action Point Financial Planning
Michigan
$954 +$1.04K +47 New
TM
330
Torren Management
California
$933 – – –
PS
331
PayPay Securities
Japan
$913 +$88 +4 +10%
MAM
332
Marquette Asset Management
Minnesota
$913 +$243 +11 +33%
RF
333
Rossby Financial
Florida
$830 -$2.15K -97 -71%
CA
334
CoreCap Advisors
Michigan
$767 – – –
CH
335
Cromwell Holdings
Wyoming
$684 +$730 +33 New
FC
336
Fairscale Capital
New Hampshire
$643 – – –
TFM
337
TFC Financial Management
Massachusetts
$623 +$663 +30 New
IAS
338
IMA Advisory Services
Colorado
$622 +$287 +13 +76%
KFAS
339
Keating Financial Advisory Services
Kansas
$601 -$111 -5 -15%
TSMHT
340
Thurston Springer Miller Herd & Titak
Indiana
$580 – – –
IPS
341
Investors Portfolio Services
Washington
$373 +$398 +18 New
SFG
342
Strive Financial Group
Indiana
$353 +$376 +17 New
PS
343
Planning Strategies
Pennsylvania
$311 +$332 +15 New
WWM
344
Wolff Wiese Magana
California
$291 +$310 +14 New
AWM
345
Activest Wealth Management
Florida
$249 +$265 +12 New
PB
346
Prosperity Bancshares
Texas
$228 – – –
SHIM
347
Stone House Investment Management
Pennsylvania
$187 – – –
CCMI
348
Creative Capital Management Investments
California
$166 +$177 +8 New
FFO
349
Fortitude Family Office
Arizona
$145 -$4.05K -183 -96%
CCWM
350
Cassaday & Co Wealth Management
Virginia
$83 +$88 +4 New
12 13
14
15 16