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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
Advisory Services Network
426
Advisory Services Network
Georgia
– -$36.3K -1,557 Closed
SC
427
SMA Capital
New York
– -$20.9K -895 Closed
Salomon & Ludwin
428
Salomon & Ludwin
Virginia
– -$10.1K -444 Closed
Root Financial Partners
429
Root Financial Partners
California
– -$7.15K -307 Closed
PWMG
430
Private Wealth Management Group
New Jersey
– -$5.59K -240 Closed
MWA
431
Medallion Wealth Advisors
Connecticut
– -$5.24K -225 Closed
AT
432
Arlington Trust
Alabama
– -$4.45K -191 Closed
WPA
433
Wealth Preservation Advisors
Tennessee
– -$3.84K -165 Closed
Clearstead Trust
434
Clearstead Trust
Maine
– -$2.94K -126 Closed
Glen Eagle Advisors
435
Glen Eagle Advisors
New Jersey
– -$2.33K -100 Closed
Bogart Wealth LLC
436
Bogart Wealth LLC
Virginia
– -$2.31K -99 Closed
RMG Wealth Management
437
RMG Wealth Management
Wisconsin
– -$2.5K -95 Closed
IAAG
438
Innovative Asset Advisors Group
Connecticut
– -$2.12K -91 Closed
CVA Family Office
439
CVA Family Office
Colorado
– -$1.49K -64 Closed
Physician Wealth Advisors
440
Physician Wealth Advisors
Utah
– -$1.4K -60 Closed
PIS
441
POM Investment Strategies
North Carolina
– -$1.38K -59 Closed
Ancora Advisors
442
Ancora Advisors
Ohio
– -$1.14K -49 Closed
MASECO Private Wealth
443
MASECO Private Wealth
– -$1K -43 Closed
JTBR
444
James T. Borello RIA
Illinois
– -$1K -43 Closed
BWA
445
Basecamp Wealth Advisors
Washington
– -$955 -41 Closed
First Horizon Corporation
446
First Horizon Corporation
Tennessee
– -$816 -35 Closed
SouthState Corp
447
SouthState Corp
Florida
– -$816 -35 Closed
MTIC
448
Missouri Trust & Investment Company
Missouri
– -$722 -31 Closed
GWS
449
Greykasell Wealth Strategies
California
– -$559 -24 Closed
AW
450
Avion Wealth
Texas
– -$442 -20 -50%