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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
401
Medallion Wealth Advisors
Connecticut
$21.4K
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$19.4K -$2.62K -47 -13%
RA
403
Rise Advisors
New York
$19K +$502 +9 +3%
WTC
404
WhitTier Trust Company
Nevada
$18.5K -$1.06K -19 -6%
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$18.3K +$2.57K +46 +18%
BTD
406
BankPlus Trust Department
Mississippi
$16.4K
Mitsubishi UFJ Asset Management
407
Mitsubishi UFJ Asset Management
Japan
$16K
AUB
408
Atlantic Union Bankshares
Virginia
$15.9K +$14.5K +260 New
WT
409
Whittier Trust
California
$13.3K +$12.1K +217 New
C
410
Covestor
United Kingdom
$13K -$6.08K -109 -35%
PPC
411
Park Place Capital
Alabama
$12.6K -$781 -14 -6%
TFA
412
Toth Financial Advisory
Virginia
$12.3K
FDCDDQ
413
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K +$11.2K +200 New
FFO
414
Fortitude Family Office
Arizona
$12.1K +$391 +7 +4%
SCM
415
Sterling Capital Management
North Carolina
$12.1K -$353K -6,322 -97%
MTC
416
Matrix Trust Company
Colorado
$11K -$391 -7 -4%
TCM
417
TD Capital Management
Tennessee
$9.88K +$8.98K +161 New
PTC
418
Private Trust Company
Ohio
$9.45K
BBHC
419
Brown Brothers Harriman & Co
New York
$9.14K -$13.9K -250 -63%
HWM
420
Hemington Wealth Management
Virginia
$9K +$1K +18 +14%
IHWM
421
Iron Horse Wealth Management
Iowa
$8.71K
ADL
422
Asset Dedication LLC
California
$7.73K +$7.03K +126 New
AAP
423
Arax Advisory Partners
Colorado
$7.12K +$6.47K +116 New
VWWMG
424
Vermillion & White Wealth Management Group
Pennsylvania
$6.87K
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$6.75K +$948 +17 +18%