We are live on ! Find out more
DOCS icon

Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
376
EverSource Wealth Advisors
Alabama
$16.7K +$4.41K +90 +41%
AF
377
Allworth Financial
California
$15.5K +$5.39K +110 +66%
SAM
378
Smartleaf Asset Management
Massachusetts
$15.1K +$4.99K +102 +56%
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$14.8K +$10.4K +212 +321%
BTD
380
BankPlus Trust Department
Mississippi
$14.3K +$13.1K +268 New
AWM
381
Avior Wealth Management
Nebraska
$14.3K +$8.62K +176 +193%
MG
382
Mather Group
Illinois
$14.1K +$12.5K +256 +3,200%
GWM
383
Geneos Wealth Management
Colorado
$13.6K -$1.13K -23 -8%
QCG
384
Quadrant Capital Group
Ohio
$13.5K +$8.18K +167 +196%
SSB
385
Sandy Spring Bank
Maryland
$13.3K
HWM
386
Hemington Wealth Management
Virginia
$13K +$11.4K +232 +1,105%
PPC
387
Park Place Capital
Alabama
$12.3K +$11.3K +230 New
MWA
388
Medallion Wealth Advisors
Connecticut
$12K +$11K +225 New
GEA
389
Glen Eagle Advisors
New Jersey
$11.1K
NWWA
390
New Wave Wealth Advisors
Arkansas
$10.7K +$9.79K +200 New
BBHC
391
Brown Brothers Harriman & Co
New York
$10.6K +$2.45K +50 +34%
CA
392
Continuum Advisory
Idaho
$10.4K -$2.79K -57 -23%
FFO
393
Fortitude Family Office
Arizona
$10.2K
FFA
394
Farther Finance Advisors
California
$8.22K -$31.1K -635 -80%
IHWM
395
Iron Horse Wealth Management
Iowa
$7.58K
ETC
396
Exchange Traded Concepts
Oklahoma
$7.1K +$6.51K +133 New
CA
397
CoreCap Advisors
Michigan
$6.99K +$6.41K +131 New
PTC
398
Private Trust Company
Ohio
$5.77K
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$5.55K +$392 +8 +8%
LFA
400
LGT Financial Advisors
Texas
$5.55K +$5.09K +104 New