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Doximity
DOCS

Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
451
Thurston Springer Miller Herd & Titak
Indiana
$1.72K – – –
MWM
452
Mascoma Wealth Management
New Hampshire
$1.53K – – –
TWD
453
True Wealth Design
Ohio
$1.47K -$5.8K -104 -81%
MCM
454
MV Capital Management
Maryland
$1.47K – – –
SIC
455
SJS Investment Consulting
Ohio
$1.23K -$223 -4 -17%
AGWCA
456
Annis Gardner Whiting Capital Advisors
Florida
$1.23K +$1.12K +20 New
CFO
457
CVA Family Office
Colorado
$1.1K -$446 -8 -31%
CAL
458
Capital Advisors Ltd
Ohio
$1K – – –
NFSG
459
Newbridge Financial Services Group
Florida
$920 -$3.63K -65 -81%
AAS
460
Ameritas Advisory Services
Nebraska
$859 +$781 +14 New
RF
461
Rossby Financial
Florida
$736 +$670 +12 New
NC
462
NewSquare Capital
Pennsylvania
$675 -$1.34K -24 -69%
CH
463
Cromwell Holdings
Wyoming
$675 +$279 +5 +83%
RIL
464
Rothschild Investment LLC
Illinois
$613 +$558 +10 New
PS
465
PayPay Securities
Japan
$552 -$56 -1 -10%
AP
466
Aspect Partners
Virginia
$491 +$446 +8 New
DPW
467
DiNuzzo Private Wealth
Pennsylvania
$369 – – –
PWM
468
Parkworth Wealth Management
California
$368 +$279 +5 +500%
DF
469
DecisionPoint Financial
Arizona
$351 +$335 +6 New
BHWM
470
Bay Harbor Wealth Management
Maryland
$245 +$167 +3 +300%
RWM
471
Rialto Wealth Management
New York
$185 +$167 +3 New
HIA
472
HFM Investment Advisors
New Jersey
$184 +$112 +2 +200%
TWC
473
TD Waterhouse Canada
Ontario, Canada
$58 -$4.8K -86 -99%
OAM
474
Oberweis Asset Management
Illinois
– -$33.9M -584,060 Closed
SPPAM
475
Summit Partners Public Asset Management
Massachusetts
– -$29.2M -503,754 Closed
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