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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
351
Larson Financial Group
Missouri
$36.1K -$3.65K -65 -7%
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$35.2K +$22.3K +397 +99%
S
353
SignatureFD
Georgia
$34.6K -$4.66K -83 -10%
LI
354
LRI Investments
Florida
$34.6K
WIM
355
Westside Investment Management
California
$31K -$6.85K -122 -15%
AUB
356
Atlantic Union Bankshares
Virginia
$27.3K
FHC
357
First Horizon Corporation
Tennessee
$25.8K -$11.5K -204 -26%
SAM
358
Smartleaf Asset Management
Massachusetts
$25.1K -$4.15K -74 -12%
VWA
359
VSM Wealth Advisory
Maryland
$22.1K
CFB
360
Cullen/Frost Bankers
Texas
$22.1K +$28.1K +500 New
PFBT
361
Parkside Financial Bank & Trust
Missouri
$21.9K -$6.06K -108 -18%
IA
362
IFP Advisors
Florida
$21.2K +$22.5K +400 +506%
PIM
363
Plato Investment Management
Australia
$20.4K -$59.3K -1,057 -70%
HI
364
Harbour Investments
Wisconsin
$19.5K +$2.3K +41 +10%
ECSS
365
Eurizon Capital SGR SpA
$18.1K +$23K +409 New
YDMI
366
Y.D. More Investments
Israel
$17.8K
EB
367
Eastern Bank
Massachusetts
$17.7K
MWA
368
Medallion Wealth Advisors
Connecticut
$17.7K
RFP
369
Root Financial Partners
California
$16.8K -$1.97K -35 -8%
BCWM
370
Bartlett & Co Wealth Management
Ohio
$16.2K
SWM
371
Spire Wealth Management
Virginia
$15.8K -$17.2K -306 -46%
CIBC Private Wealth Group
372
CIBC Private Wealth Group
Georgia
$15.4K -$10.6K -189 -35%
SAG
373
SageView Advisory Group
California
$14.4K +$18.2K +325 New
WTC
374
WhitTier Trust Company
Nevada
$13.8K -$10K -179 -37%
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$12.8K +$786 +14 +5%