We are live on ! Find out more
DOCS icon

Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Edge Wealth Management
New York
-$206K -4,647 Closed
MOS
502
MGO One Seven
Ohio
-$202K -4,552 Closed
FDP
503
Financiere des Professionnels
Quebec, Canada
-$184K -4,161 Closed
CMBA
504
C.M. Bidwell & Associates
Hawaii
-$177K -3,990 Closed
Asset Management One
505
Asset Management One
Japan
-$150K -3,398 Closed
A
506
AlphaQuest
New York
-$138K -3,116 Closed
KAS
507
Kestra Advisory Services
Texas
-$86.9K -1,962 Closed
DekaBank Deutsche Girozentrale
508
DekaBank Deutsche Girozentrale
Germany
-$45K -1,695 Closed
FHA
509
Flagship Harbor Advisors
Massachusetts
-$72.1K -1,628 Closed
DB
510
Danske Bank
Denmark
-$70.8K -1,600 Closed
EB
511
Eastern Bank
Massachusetts
-$17.7K -400 Closed
BCWM
512
Bartlett & Co Wealth Management
Ohio
-$16.2K -366 Closed
SAG
513
SageView Advisory Group
California
-$14.4K -325 Closed
CAM
514
Chesapeake Asset Management
New York
-$10.3K -233 Closed
TCM
515
Triumph Capital Management
Colorado
-$8.86K -200 Closed
ADL
516
Asset Dedication LLC
California
-$5.58K -126 Closed
GSWM
517
Golden State Wealth Management
California
-$5.54K -125 Closed
MSFP
518
Mark Sheptoff Financial Planning
Connecticut
-$4.43K -100 Closed
RF
519
Roxbury Financial
New Jersey
-$4.43K -100 Closed
QA
520
Quattro Advisors
Pennsylvania
-$3.63K -82 Closed
EW
521
Elyxium Wealth
California
-$3.14K -71 Closed
CHC
522
City Holding Co
West Virginia
-$2.92K -66 Closed
T. Rowe Price Investment Management
523
T. Rowe Price Investment Management
Maryland
-$3K -66 Closed
VWWMG
524
Vermillion & White Wealth Management Group
Pennsylvania
-$2.61K -59 Closed
HNW
525
High Note Wealth
Minnesota
-$2.39K -54 Closed