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Doximity
DOCS

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
451
Leonteq Securities AG
Switzerland
$5.92K -$38.2K -586 -88%
IA
452
IFP Advisors
Florida
$5.78K -$90.7K -1,391 -95%
S
453
Sachetta
Massachusetts
$5.49K – – –
TWD
454
True Wealth Design
Ohio
$4.97K +$2.87K +44 +183%
VCM
455
Versant Capital Management
Arizona
$4.9K – – –
SHIM
456
Stone House Investment Management
Pennsylvania
$4.9K +$261 +4 +6%
CHC
457
City Holding Co
West Virginia
$4.83K +$4.3K +66 New
QL
458
Quarry LP
New York
$4.54K -$36.8K -565 -90%
HNW
459
High Note Wealth
Minnesota
$4.46K -$717 -11 -15%
BWL
460
Bogart Wealth LLC
Virginia
$4.32K – – –
FC
461
Financial Consulate
Maryland
$4.32K +$3.85K +59 New
MAM
462
Meeder Asset Management
Ohio
$3.8K +$326 +5 +11%
QC
463
Quent Capital
New York
$3.66K +$3.26K +50 New
AA
464
Ancora Advisors
Ohio
$3.58K – – –
MPW
465
MASECO Private Wealth
$3.15K – – –
CA
466
CoreCap Advisors
Michigan
$2.71K -$106K -1,630 -98%
BIA
467
Bell Investment Advisors
California
$2.49K -$1.83K -28 -45%
CT
468
Clearstead Trust
Maine
$2.49K – – –
FC
469
Fairscale Capital
New Hampshire
$2.27K – – –
MTIC
470
Missouri Trust & Investment Company
Missouri
$2.27K – – –
JWA
471
JFS Wealth Advisors
Pennsylvania
$2.19K – – –
RIL
472
Rothschild Investment LLC
Illinois
$2.12K +$1.24K +19 +190%
MCM
473
MV Capital Management
Maryland
$1.76K – – –
GWS
474
Greykasell Wealth Strategies
California
$1.76K +$1.56K +24 New
SIC
475
SJS Investment Consulting
Ohio
$1.68K +$196 +3 +15%
17 18
19
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