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Doximity
DOCS

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
426
Root Financial Partners
California
– -$7.15K -307 Closed
PWMG
427
Private Wealth Management Group
New Jersey
– -$5.59K -240 Closed
MWA
428
Medallion Wealth Advisors
Connecticut
– -$5.24K -225 Closed
AT
429
Arlington Trust
Alabama
– -$4.45K -191 Closed
WPA
430
Wealth Preservation Advisors
Tennessee
– -$3.85K -165 Closed
CT
431
Clearstead Trust
Maine
– -$2.94K -126 Closed
GEA
432
Glen Eagle Advisors
New Jersey
– -$2.33K -100 Closed
BWL
433
Bogart Wealth LLC
Virginia
– -$2.31K -99 Closed
RWM
434
RMG Wealth Management
Wisconsin
– -$2.5K -95 Closed
IAAG
435
Innovative Asset Advisors Group
Connecticut
– -$2.12K -91 Closed
CFO
436
CVA Family Office
Colorado
– -$1.49K -64 Closed
PWA
437
Physician Wealth Advisors
Utah
– -$1.4K -60 Closed
PIS
438
POM Investment Strategies
North Carolina
– -$1.38K -59 Closed
AA
439
Ancora Advisors
Ohio
– -$1.14K -49 Closed
MPW
440
MASECO Private Wealth
– -$1K -43 Closed
BWA
441
Basecamp Wealth Advisors
Washington
– -$955 -41 Closed
FHC
442
First Horizon Corporation
Tennessee
– -$816 -35 Closed
SC
443
SouthState Corp
Florida
– -$816 -35 Closed
MTIC
444
Missouri Trust & Investment Company
Missouri
– -$722 -31 Closed
GWS
445
Greykasell Wealth Strategies
California
– -$559 -24 Closed
AW
446
Avion Wealth
Texas
– -$442 -20 -50%
BFS
447
Bare Financial Services
Pennsylvania
– -$466 -20 Closed
CFM
448
Cornerstone Financial Management
Massachusetts
– -$466 -20 Closed
WTA
449
Washington Trust Advisors
Massachusetts
– -$444 -19 Closed
GSEP
450
Golden State Equity Partners
California
– -$396 -17 Closed
15 16 17
18
19