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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
401
Westside Investment Management
California
$40.6K
CIAM
402
Caitong International Asset Management
Hong Kong
$38.1K -$79K -1,251 -66%
LC
403
Lindbrook Capital
California
$38K +$17K +269 +70%
SWM
404
Spire Wealth Management
Virginia
$35.7K +$16.4K +260 +73%
National Bank of Canada
405
National Bank of Canada
Quebec, Canada
$33.4K +$36.4K +576 New
AF
406
Allworth Financial
California
$31.7K +$18.1K +287 +104%
PFBT
407
Parkside Financial Bank & Trust
Missouri
$31.5K +$14.5K +230 +74%
VWA
408
VSM Wealth Advisory
Maryland
$29K +$31.6K +500 New
CIBC Private Wealth Group
409
CIBC Private Wealth Group
Georgia
$28.7K +$6.38K +101 +22%
Optiver Holding
410
Optiver Holding
Netherlands
$24.4K +$26.6K +421 New
GWM
411
Geneos Wealth Management
Colorado
$24.4K +$10.4K +165 +65%
HI
412
Harbour Investments
Wisconsin
$24.1K
SW
413
SVB Wealth
Massachusetts
$24K +$26.1K +414 New
CI Investments Inc
414
CI Investments Inc
Ontario, Canada
$24K -$4.36K -69 -15%
BCWM
415
Bartlett & Co Wealth Management
Ohio
$24K +$26.1K +413 New
EB
416
Eastern Bank
Massachusetts
$23.2K
YDMI
417
Y.D. More Investments
Israel
$23.2K
BBHC
418
Brown Brothers Harriman & Co
New York
$23.2K +$12.6K +200 +101%
EWA
419
EverSource Wealth Advisors
Alabama
$22.3K +$4.55K +72 +23%
FFA
420
Farther Finance Advisors
California
$22.1K +$14.9K +236 +153%
AIP
421
Arrowpoint Investment Partners
Singapore
$22.1K +$24K +380 New
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$21.1K +$16.4K +259 +249%
MWA
423
Medallion Wealth Advisors
Connecticut
$20.8K +$8.9K +141 +63%
CA
424
Clearstead Advisors
Ohio
$20K -$2.4K -38 -10%
WTC
425
WhitTier Trust Company
Nevada
$18.6K