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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
401
Dogwood Wealth Management
Kansas
$4.16K
KFAS
402
Keating Financial Advisory Services
Kansas
$4.07K +$5.17K +92 New
QA
403
Quattro Advisors
Pennsylvania
$3.63K +$4.6K +82 New
SHIM
404
Stone House Investment Management
Pennsylvania
$3.32K +$449 +8 +12%
EW
405
Elyxium Wealth
California
$3.14K +$3.99K +71 New
T. Rowe Price Investment Management
406
T. Rowe Price Investment Management
Maryland
$3K -$49.9M -888,143 -100%
CHC
407
City Holding Co
West Virginia
$2.92K
WTA
408
Washington Trust Advisors
Massachusetts
$2.68K +$3.42K +61 New
AP
409
Aspect Partners
Virginia
$2.66K +$2.08K +37 +161%
ZBNA
410
Zions Bancorporation, National Association
Utah
$2.66K +$3.37K +60 New
BWL
411
Bogart Wealth LLC
Virginia
$2.61K
VWWMG
412
Vermillion & White Wealth Management Group
Pennsylvania
$2.61K +$3.31K +59 New
HNW
413
High Note Wealth
Minnesota
$2.39K -$393 -7 -11%
AG
414
AmeriFlex Group
Nevada
$2.35K -$2.98K -53 -50%
KG
415
Kilter Group
New York
$2.35K +$2.98K +53 New
S
416
Sachetta
Massachusetts
$2.26K -$1.35K -24 -32%
FC
417
Financial Consulate
Maryland
$2.21K -$505 -9 -15%
MAM
418
Meeder Asset Management
Ohio
$2.17K -$168 -3 -6%
AA
419
Ancora Advisors
Ohio
$2.17K
BIA
420
Bell Investment Advisors
California
$1.99K +$617 +11 +32%
TM
421
Torren Management
California
$1.99K +$2.53K +45 New
MPW
422
MASECO Private Wealth
$1.9K
KFG
423
Kingdom Financial Group
Arizona
$1.9K +$2.41K +43 New
SRCM
424
Signature Resources Capital Management
California
$1.9K +$2.41K +43 New
ME
425
McIlrath & Eck
Washington
$1.77K +$2.25K +40 New