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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
326
Wedmont Private Capital
Pennsylvania
$301K -$1.39K -22 -0.4%
CI
327
Corient IA
Florida
$290K +$316K +5,000 New
JFG
328
Jefferies Financial Group
New York
$286K -$833K -13,195 -73%
Focus Partners Wealth
329
Focus Partners Wealth
Massachusetts
$283K +$308K +4,883 New
ASN
330
Advisory Services Network
Georgia
$283K +$308K +4,872 New
OL
331
one8zero8 LLC
North Carolina
$279K -$12.6K -200 -4%
FTWA
332
Fifth Third Wealth Advisors
Ohio
$274K +$947 +15 +0.3%
JSL
333
JT Stratford LLC
Georgia
$274K +$298K +4,718 New
SCM
334
Shelton Capital Management
Colorado
$271K -$10.5K -167 -3%
EWM
335
Edge Wealth Management
New York
$270K
CMBA
336
C.M. Bidwell & Associates
Hawaii
$269K +$293K +4,635 New
TSS
337
Two Sigma Securities
New York
$262K -$19.3K -306 -6%
MOS
338
MGO One Seven
Ohio
$262K +$30.4K +482 +12%
GT
339
Greenleaf Trust
Michigan
$261K +$14.5K +230 +5%
Truist Financial
340
Truist Financial
North Carolina
$260K -$80.2K -1,270 -22%
DIM
341
Delta Investment Management
California
$255K +$277K +4,386 New
AWM
342
Axxcess Wealth Management
California
$254K +$277K +4,384 New
SCA
343
Snowden Capital Advisors
New York
$252K -$18.9K -300 -6%
SI
344
Stephens Inc
Arkansas
$252K -$20.1K -318 -7%
WA
345
Wealth Alliance
New York
$250K +$10.4K +165 +4%
TC
346
TownSquare Capital
Utah
$247K +$8.65K +137 +3%
CIBC World Market
347
CIBC World Market
Ontario, Canada
$246K +$268K +4,246 New
HR
348
Hardy Reed
Mississippi
$242K +$6.44K +102 +3%
RT
349
Rockland Trust
Massachusetts
$237K
Nisa Investment Advisors
350
Nisa Investment Advisors
Missouri
$236K -$316K -5,000 -55%