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Doximity
DOCS

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
426
Global Retirement Partners
California
$6.63K +$6.03K +108 New
GEA
427
Glen Eagle Advisors
New Jersey
$6.13K – – –
MSFP
428
Mark Sheptoff Financial Planning
Connecticut
$6.13K – – –
RF
429
Roxbury Financial
New Jersey
$6.13K +$5.58K +100 New
DWM
430
Dogwood Wealth Management
Kansas
$5.78K +$781 +14 +18%
MHR
431
Matthew Hamilton Rosenberg
$5.15K +$4.69K +84 New
BCMLT
432
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.6K -$2.01K -36 -32%
S
433
Sachetta
Massachusetts
$4.6K +$1.34K +24 +47%
HNW
434
High Note Wealth
Minnesota
$4.42K +$4.02K +72 New
VCM
435
Versant Capital Management
Arizona
$4.11K -$10.4K -186 -74%
SHIM
436
Stone House Investment Management
Pennsylvania
$3.86K +$3.52K +63 New
BIA
437
Bell Investment Advisors
California
$3.8K +$781 +14 +29%
CPG
438
Cornerstone Planning Group
New Jersey
$3.77K -$56 -1 -2%
TCA
439
Trifecta Capital Advisors
Illinois
$3.68K +$3.35K +60 New
BWL
440
Bogart Wealth LLC
Virginia
$3.62K – – –
GBT
441
Grove Bank & Trust
Florida
$3.01K – – –
AA
442
Ancora Advisors
Ohio
$3.01K +$2.73K +49 New
MAM
443
Meeder Asset Management
Ohio
$2.88K +$1K +18 +62%
MPW
444
MASECO Private Wealth
$2.64K +$2.4K +43 New
SC
445
SouthState Corp
Florida
$2.15K -$7.92K -142 -80%
CT
446
Clearstead Trust
Maine
$2.09K +$279 +5 +17%
MTIC
447
Missouri Trust & Investment Company
Missouri
$1.9K – – –
JWA
448
JFS Wealth Advisors
Pennsylvania
$1.84K +$391 +7 +30%
FC
449
Fairscale Capital
New Hampshire
$1.82K – – –
CIAM
450
Caitong International Asset Management
Hong Kong
$1.72K -$35.1K -629 -96%
16 17
18
19 20