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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
UWS
501
Unique Wealth Strategies
Illinois
-$659K -9,010 Closed
BRWA
502
B. Riley Wealth Advisors
Florida
-$597K -8,168 Closed
Corient Private Wealth
503
Corient Private Wealth
Florida
-$580K -7,934 Closed
TPWA
504
Twin Peaks Wealth Advisors
California
-$564K -7,709 Closed
Polen Capital Management
505
Polen Capital Management
Florida
-$527K -7,211 Closed
DWM
506
Dakota Wealth Management
Florida
-$495K -6,768 Closed
VF
507
Virtu Financial
New York
-$492K -6,727 Closed
Pathstone Holdings
508
Pathstone Holdings
New Jersey
-$478K -6,535 Closed
MF
509
Magnetar Financial
Illinois
-$440K -6,015 Closed
CMF
510
Counterpoint Mutual Funds
California
-$426K -5,820 Closed
VWM
511
Venturi Wealth Management
Texas
-$420K -5,746 Closed
WPC
512
Wedmont Private Capital
Pennsylvania
-$379K -5,312 Closed
PWM
513
Prosperity Wealth Management
California
-$382K -5,225 Closed
WA
514
Wealth Alliance
New York
-$375K -5,124 Closed
AWM
515
Axxcess Wealth Management
California
-$371K -5,077 Closed
TPI
516
Trust Point Inc
Wisconsin
-$339K -4,641 Closed
SFA
517
Sequoia Financial Advisors
Ohio
-$325K -4,438 Closed
CL
518
Choreo LLC
Illinois
-$324K -4,430 Closed
Schroder Investment Management Group
519
Schroder Investment Management Group
United Kingdom
-$332K -4,420 Closed
SI
520
Stephens Inc
Arkansas
-$319K -4,367 Closed
GT
521
Greenleaf Trust
Michigan
-$319K -4,361 Closed
CIP
522
Convergence Investment Partners
Florida
-$318K -4,346 Closed
MML Investors Services
523
MML Investors Services
Massachusetts
-$308K -4,206 Closed
FTWA
524
Fifth Third Wealth Advisors
Ohio
-$306K -4,183 Closed
LOAMU
525
Lombard Odier Asset Management (USA)
New York
-$302K -4,122 Closed