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Doximity
DOCS

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
426
Grey Fox Wealth Advisors
Delaware
$18.3K +$16.3K +250 New
JWM
427
JPL Wealth Management
Colorado
$18.3K +$16.3K +250 New
WT
428
Whittier Trust
California
$15.9K – – –
C
429
Covestor
United Kingdom
$15K -$65 -1 -0.5%
BAM
430
Byrne Asset Management
New Jersey
$15K +$13.4K +205 New
FFO
431
Fortitude Family Office
Arizona
$14.9K +$391 +6 +3%
SCM
432
Sterling Capital Management
North Carolina
$14.8K +$391 +6 +3%
HWM
433
Hemington Wealth Management
Virginia
$12K +$1.7K +26 +18%
TCM
434
TD Capital Management
Tennessee
$11.8K – – –
PTC
435
Private Trust Company
Ohio
$11.3K – – –
MTC
436
Matrix Trust Company
Colorado
$11K -$1.89K -29 -16%
BBHC
437
Brown Brothers Harriman & Co
New York
$10.9K – – –
GRP
438
Global Retirement Partners
California
$10.8K +$2.54K +39 +36%
PG
439
Proffitt & Goodson
Tennessee
$10.3K +$9.19K +141 New
ADL
440
Asset Dedication LLC
California
$9.22K – – –
RWM
441
Rialto Wealth Management
New York
$9.14K +$7.96K +122 +4,067%
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$8.27K +$196 +3 +3%
AG
443
AmeriFlex Group
Nevada
$7.75K +$6.91K +106 New
GEA
444
Glen Eagle Advisors
New Jersey
$7.32K – – –
MSFP
445
Mark Sheptoff Financial Planning
Connecticut
$7.32K – – –
RF
446
Roxbury Financial
New Jersey
$7.32K – – –
DWM
447
Dogwood Wealth Management
Kansas
$6.88K – – –
TWC
448
TD Waterhouse Canada
Ontario, Canada
$6.5K +$5.93K +91 +9,100%
MHR
449
Matthew Hamilton Rosenberg
$6.14K – – –
CPG
450
Cornerstone Planning Group
New Jersey
$6.12K +$9K +138 +212%
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