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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
326
C.M. Bidwell & Associates
Hawaii
$302K -$20.1K -308 -7%
LOAMU
327
Lombard Odier Asset Management (USA)
New York
$302K +$41.9K +642 +18%
FHA
328
Flagship Harbor Advisors
Massachusetts
$299K +$266K +4,083 New
HR
329
Hardy Reed
Mississippi
$299K
CI
330
Corient IA
Florida
$293K -$65.2K -1,000 -20%
JIC
331
Joel Isaacson & Co
New York
$293K
CIBC Asset Management
332
CIBC Asset Management
Ontario, Canada
$284K
Truist Financial
333
Truist Financial
North Carolina
$280K -$1.63K -25 -0.6%
CAM
334
Claret Asset Management
Quebec, Canada
$275K -$3.52K -54 -1%
JRP
335
Jasper Ridge Partners
California
$268K
PFS
336
Prospera Financial Services
Texas
$268K -$13K -200 -5%
GLA
337
Great Lakes Advisors
Illinois
$255K +$391 +6 +0.2%
Fuller & Thaler Asset Management
338
Fuller & Thaler Asset Management
California
$255K -$13.2K -203 -6%
IFG
339
Independent Financial Group
California
$252K +$8.15K +125 +4%
FFM
340
Forum Financial Management
Illinois
$250K -$17.9K -275 -7%
SC
341
Savant Capital
Illinois
$248K +$221K +3,388 New
CPBTD
342
Central Pacific Bank - Trust Division
Hawaii
$245K -$28.7K -440 -12%
SWP
343
Stratos Wealth Partners
Ohio
$242K -$1.11K -17 -0.5%
IAA
344
Independent Advisor Alliance
North Carolina
$242K -$31.2K -479 -13%
Jones Financial Companies
345
Jones Financial Companies
Missouri
$240K +$34K +522 +19%
ECM
346
Evergreen Capital Management
Washington
$237K +$211K +3,242 New
UCFA
347
United Capital Financial Advisors
Texas
$237K +$211K +3,240 New
QCM
348
QRG Capital Management
Illinois
$235K -$718K -11,014 -77%
MYAM
349
Meiji Yasuda Asset Management
Japan
$234K +$209K +3,199 New
SO
350
STRS Ohio
Ohio
$233K -$789K -12,097 -79%