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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
RF
451
Rossby Financial
Florida
$664 +$168 +3 +25%
SC
452
SouthState Corp
Florida
$620
CIA
453
Cape Investment Advisory
Georgia
$576 +$730 +13 New
AWA
454
Acumen Wealth Advisors
Tennessee
$532 +$674 +12 New
OC
455
Optima Capital
Oregon
$487 +$617 +11 New
PB
456
Prosperity Bancshares
Texas
$487 +$617 +11 New
UFF
457
USA Financial Formulas
Michigan
$399 +$505 +9 New
RWM
458
Rialto Wealth Management
New York
$266 -$6.68K -119 -95%
CT
459
Clearstead Trust
Maine
$266 -$1.57K -28 -82%
DPW
460
DiNuzzo Private Wealth
Pennsylvania
$266 -$281 -5 -45%
DF
461
DecisionPoint Financial
Arizona
$266
BHWM
462
Bay Harbor Wealth Management
Maryland
$221 +$56 +1 +25%
DF
463
Dunhill Financial
United Kingdom
$193 +$225 +4 New
PWA
464
Principia Wealth Advisory
Texas
$133 +$168 +3 New
TC
465
Truvestments Capital
Florida
$133 +$168 +3 New
TWC
466
TD Waterhouse Canada
Ontario, Canada
$89 -$5.05K -90 -98%
HIA
467
HFM Investment Advisors
New Jersey
$89 -$56 -1 -33%
CPG
468
Cornerstone Planning Group
New Jersey
$77 -$11.3K -201 -99%
TFA
469
Transamerica Financial Advisors
Florida
$44
HFS
470
Hughes Financial Services
Virginia
$44 +$56 +1 New
Point72 Asset Management
471
Point72 Asset Management
Connecticut
-$63.3M -1,128,293 Closed
Lord, Abbett & Co
472
Lord, Abbett & Co
New Jersey
-$66.4M -908,262 Closed
SAM
473
Synergy Asset Management
Washington
-$37.1M -604,502 Closed
PCH
474
Polar Capital Holdings
United Kingdom
-$29.4M -401,393 Closed
AAF
475
Andra AP-fonden
Sweden
-$5.66M -77,433 Closed