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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
401
DekaBank Deutsche Girozentrale
Germany
$45K
PFBT
402
Parkside Financial Bank & Trust
Missouri
$44.1K +$65 +1 +0.2%
WANY
403
Wealthspire Advisors (New York)
New York
$41.3K +$36.8K +565 New
SAM
404
Shell Asset Management
Netherlands
$40K -$36.5K -560 -50%
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$39.2K -$13.6K -208 -28%
VWA
406
VSM Wealth Advisory
Maryland
$36.6K
TFA
407
Toth Financial Advisory
Virginia
$36.6K +$19.6K +300 +150%
WTC
408
WhitTier Trust Company
Nevada
$35.2K +$11.7K +179 +59%
RFP
409
Root Financial Partners
California
$30.3K +$27K +414 New
HI
410
Harbour Investments
Wisconsin
$29.3K -$978 -15 -4%
EB
411
Eastern Bank
Massachusetts
$29.3K
YDMI
412
Y.D. More Investments
Israel
$29.3K
MWA
413
Medallion Wealth Advisors
Connecticut
$29.2K +$2.15K +33 +9%
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$29.2K +$6.58K +101 +34%
GSWM
415
Golden State Wealth Management
California
$27.2K
BCWM
416
Bartlett & Co Wealth Management
Ohio
$26.8K
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$25K -$2.15K -33 -9%
RA
418
Rise Advisors
New York
$22.7K
EP
419
Essential Partners
California
$21K +$18.7K +287 New
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$20.2K -$2.61K -40 -13%
PS
421
Principal Securities
Iowa
$20K -$16.2K -249 -48%
Optiver Holding
422
Optiver Holding
Netherlands
$19.8K -$9.65K -148 -35%
BTD
423
BankPlus Trust Department
Mississippi
$19.6K
MG
424
Mather Group
Illinois
$19.3K +$17.2K +264 New
Mitsubishi UFJ Asset Management
425
Mitsubishi UFJ Asset Management
Japan
$19.1K