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Doximity
DOCS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
451
Anderson Financial Strategies
Ohio
$6.15K +$6.69K +106 New
GEA
452
Glen Eagle Advisors
New Jersey
$5.8K -$6.76K -107 -52%
MSFP
453
Mark Sheptoff Financial Planning
Connecticut
$5.8K – – –
MAS
454
MPWM Advisory Solutions
Georgia
$5.8K – – –
TCPG
455
Trivant Custom Portfolio Group
California
$5.8K +$6.32K +100 New
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$5.4K +$2.71K +43 +86%
OP
457
ORG Partners
Indiana
$5.27K +$5.87K +93 New
TWC
458
TD Waterhouse Canada
Ontario, Canada
$4.93K +$5.43K +86 +8,600%
NFSG
459
Newbridge Financial Services Group
Florida
$4.64K -$423K -6,700 -99%
DWM
460
Dogwood Wealth Management
Kansas
$4.64K – – –
WWM
461
Wolff Wiese Magana
California
$4.18K – – –
CPG
462
Cornerstone Planning Group
New Jersey
$3.58K +$1.26K +20 +43%
BWL
463
Bogart Wealth LLC
Virginia
$3.42K +$3.73K +59 New
S
464
Sachetta
Massachusetts
$2.96K – – –
GBT
465
Grove Bank & Trust
Florida
$2.84K – – –
BIA
466
Bell Investment Advisors
California
$2.79K – – –
CCMW
467
Cypress Capital Management (Wyoming)
Wyoming
$2.32K +$2.53K +40 New
NC
468
NewSquare Capital
Pennsylvania
$2.03K +$2.21K +35 New
FC
469
Fairscale Capital
New Hampshire
$1.8K – – –
MTIC
470
Missouri Trust & Investment Company
Missouri
$1.8K – – –
MAM
471
Meeder Asset Management
Ohio
$1.68K -$1.45K -23 -44%
CT
472
Clearstead Trust
Maine
$1.68K +$1.83K +29 New
TSMHT
473
Thurston Springer Miller Herd & Titak
Indiana
$1.62K – – –
CFO
474
CVA Family Office
Colorado
$1.51K +$505 +8 +44%
MWM
475
Mascoma Wealth Management
New Hampshire
$1.45K – – –
17 18
19
20 21