We are live on ! Find out more
DOCS icon

Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
401
Lido Advisors
California
– -$295K -12,657 Closed
Belpointe Asset Management
402
Belpointe Asset Management
Nevada
– -$292K -12,521 Closed
Pallas Capital Advisors
403
Pallas Capital Advisors
Massachusetts
– -$270K -11,603 Closed
Krilogy Financial
404
Krilogy Financial
Missouri
– -$281K -11,597 Closed
Oppenheimer Asset Management
405
Oppenheimer Asset Management
New York
– -$268K -11,495 Closed
Vident Advisory
406
Vident Advisory
Georgia
– -$265K -11,386 Closed
NewEdge Wealth
407
NewEdge Wealth
Pennsylvania
– -$262K -11,257 Closed
Jacobs Levy Equity Management
408
Jacobs Levy Equity Management
New Jersey
– -$244K -10,457 Closed
Group One Trading
409
Group One Trading
Illinois
– -$230K -10,380 Closed
Corient Private Wealth
410
Corient Private Wealth
Florida
– -$236K -10,257 Closed
Regions Financial Corp
411
Regions Financial Corp
Alabama
– -$233K -10,017 Closed
Boothbay Fund Management
412
Boothbay Fund Management
New York
– -$226K -9,713 Closed
D.A. Davidson & Co
413
D.A. Davidson & Co
Montana
– -$226K -9,685 Closed
Mirabella Financial Services
414
Mirabella Financial Services
United Kingdom
– -$222K -9,536 Closed
Dynasty Wealth Management
415
Dynasty Wealth Management
Florida
– -$221K -9,504 Closed
AIA
416
Alternative Investment Advisors
Florida
– -$211K -9,045 Closed
Stansberry Asset Management
417
Stansberry Asset Management
Texas
– -$206K -8,858 Closed
Crossmark Global Holdings
418
Crossmark Global Holdings
Texas
– -$206K -8,849 Closed
Brighton Jones LLC
419
Brighton Jones LLC
Washington
– -$203K -8,729 Closed
RGF
420
Retirement Guys Formula
Ohio
– -$203K -8,697 Closed
TPWA
421
Twin Peaks Wealth Advisors
California
– -$138K -5,936 Closed
DSC
422
Daytona Street Capital
Missouri
– -$120K -5,167 Closed
CL
423
CSS LLC
Illinois
– -$98.1K -4,210 Closed
CI
424
Corient IA
Florida
– -$82.5K -3,540 Closed
DCU
425
Dara Capital US
Florida
– -$48.1K -2,066 Closed