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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
JIR
176
James Investment Research
Ohio
$10K +$12.8K +196 New
CA
177
CoreCap Advisors
Michigan
$9K +$11.7K +180 New
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$8K -$10.9K -168 -49%
TWA
179
TCI Wealth Advisors
Arizona
$8K
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.52K
S
181
SignatureFD
Georgia
$7K +$1.95K +30 +30%
MS
182
Mizuho Securities
Japan
$7K +$8.66K +133 New
DWMG
183
DB Wealth Management Group
California
$7K +$9.18K +141 New
MFAM
184
Motley Fool Asset Management
Virginia
$6K +$8.07K +124 New
APA
185
American Portfolios Advisors
New York
$5.01K +$6.51K +100 New
CBT
186
Central Bank & Trust
Kentucky
$5K -$32.5K -500 -83%
MSFP
187
Mark Sheptoff Financial Planning
Connecticut
$5K
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.92K +91 New
BFEC
189
Benjamin F. Edwards & Company
Missouri
$5K +$6.51K +100 New
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$5K +$6.51K +100 New
TCWM
191
Total Clarity Wealth Management
Illinois
$4K
CA
192
Clearstead Advisors
Ohio
$4K +$130 +2 +2%
AIM
193
Arcadia Investment Management
Michigan
$4K +$4.88K +75 New
RA
194
Rise Advisors
New York
$2.51K +$3.25K +50 New
MTIC
195
Missouri Trust & Investment Company
Missouri
$2K +$2.02K +31 New
MCM
196
Manchester Capital Management
Vermont
$1K -$635K -9,754 -100%
IA
197
IFP Advisors
Florida
$1K -$6.51K -100 -91%
BCH
198
Berkshire Capital Holdings
California
$1K
FMP
199
Financial Management Professionals
Texas
$1K +$1.3K +20 New
WIM
200
Westside Investment Management
California
$5 +$6.51K +100 New