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Doximity

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$40K -$7.73K -211 -14%
CWM
202
Castle Wealth Management
Florida
$38K +$14.1K +384 +43%
SIM
203
Sentry Investment Management
Wisconsin
$38K +$46.6K +1,273 New
Deutsche Bank
204
Deutsche Bank
Germany
$37K +$3.04K +83 +7%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$34K +$1.72K +47 +4%
WTA
206
Washington Trust Advisors
Massachusetts
$34K +$6.3K +172 +18%
S
207
SignatureFD
Georgia
$32K +$19.1K +520 +98%
YAL
208
Your Advocates Ltd
Texas
$30K
TC
209
Truvestments Capital
Florida
$28K
GWM
210
Geneos Wealth Management
Colorado
$27K -$26.8K -732 -45%
PFBT
211
Parkside Financial Bank & Trust
Missouri
$25K +$696 +19 +2%
HSA
212
HBK Sorce Advisory
Pennsylvania
$22K +$733K +20,000 New
WWM
213
Wolff Wiese Magana
California
$21K +$5.09K +139 +25%
AssetMark Inc
214
AssetMark Inc
California
$20K +$7.37K +201 +45%
SSA
215
Schonfeld Strategic Advisors
New York
$18K +$22K +600 New
HI
216
Harbour Investments
Wisconsin
$17K
LFG
217
Larson Financial Group
Missouri
$15K
IFAM
218
Institutional & Family Asset Management
Colorado
$12K
SSB
219
Sandy Spring Bank
Maryland
$11K
DFCM
220
Dark Forest Capital Management
Puerto Rico
$9K -$3.63K -99 -26%
GEA
221
Glen Eagle Advisors
New Jersey
$8.16K +$403 +11 +4%
GWS
222
Glassman Wealth Services
Virginia
$8K
HWMA
223
Heritage Wealth Management (Arizona)
Arizona
$8K
Kayne Anderson Rudnick Investment Management
224
Kayne Anderson Rudnick Investment Management
California
$8K
TSWM
225
Tyler-Stone Wealth Management
Ohio
$8K