We are live on ! Find out more
DOCS icon

Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
OCWP
351
Owl Creek Wealth Partners
Colorado
$5.36K +$7.17K +230 New
MWA
352
Medallion Wealth Advisors
Connecticut
$5.24K -$5.42K -174 -44%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$4.96K -$18.2K -583 -73%
BIA
354
Bell Investment Advisors
California
$4.71K +$4.89K +157 +349%
AIS
355
Advocate Investing Services
Maryland
$4.66K
AT
356
Arlington Trust
Alabama
$4.45K +$5.95K +191 New
FFO
357
Fortitude Family Office
Arizona
$4.43K -$436 -14 -7%
WPA
358
Wealth Preservation Advisors
Tennessee
$3.85K +$5.14K +165 New
TCM
359
TD Capital Management
Tennessee
$3.75K
PTC
360
Private Trust Company
Ohio
$3.59K
BBHC
361
Brown Brothers Harriman & Co
New York
$3.47K
HNB
362
Huntington National Bank
Ohio
$3.24K -$26.5K -849 -86%
RF
363
Rossby Financial
Florida
$3.14K +$3.8K +122 +813%
ZBNA
364
Zions Bancorporation, National Association
Utah
$2.96K +$2.09K +67 +112%
CT
365
Clearstead Trust
Maine
$2.94K +$3.74K +120 +2,000%
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$2.63K
RWM
367
RMG Wealth Management
Wisconsin
$2.5K +$2.96K +95 New
SWP
368
Strategic Wealth Partners
Ohio
$2.49K
GEA
369
Glen Eagle Advisors
New Jersey
$2.33K
SWM
370
SHP Wealth Management
Massachusetts
$2.31K +$3.08K +99 New
MHR
371
Matthew Hamilton Rosenberg
$2.31K
BWL
372
Bogart Wealth LLC
Virginia
$2.31K +$1.25K +40 +68%
IAAG
373
Innovative Asset Advisors Group
Connecticut
$2.12K +$2.84K +91 New
DWM
374
Dogwood Wealth Management
Kansas
$1.98K -$280 -9 -10%
AP
375
Aspect Partners
Virginia
$1.93K +$717 +23 +38%