Filing Research | DCGO - DOCGO INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	ISTHMUS PARTNERS, LLC	Shares	1.2MSH	$615.2K
2	Marquette Asset Management, LLC	Shares	338.3KSH	$174.6K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	55.2KSH	$33.0K
4	Rockwood Wealth Management, LLC	Shares	28.8KSH	$14.9K
5	Merit Financial Group, LLC	Shares	20.2KSH	$10.4K
6	Y-Intercept (Hong Kong) Ltd	Shares	15.5KSH	$8.0K
7	GC Wealth Management RIA, LLC	Shares	15.0KSH	$7.7K
8	Mirae Asset Global Investments Co., Ltd.	Shares	10.4KSH	$5.4K
9	EverSource Wealth Advisors, LLC	Shares	3.6KSH	$1.9K
10	IFP Advisors, Inc	Shares	1.9KSH	$964
11	True Wealth Design, LLC	Shares	1.3KSH	$666
12	SBI Securities Co., Ltd.	Shares	791SH	$408
13	Farther Finance Advisors, LLC	Shares	623SH	$322
14	Fortitude Family Office, LLC	Shares	213SH	$110
15	SJS Investment Consulting Inc.	Shares	59SH	$31
16	Wealth Enhancement Trust Services, Inc.	Shares	53SH	$27

Manager changes2026-06-30 vs 2026-03-31

19 / 19 loaded

#		Instrument
1	Marquette Asset Management, LLC new	Shares	+338.3K	+$174.6K	$174.6K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+37.7K	+$23.0K	$33.0K
3	Y-Intercept (Hong Kong) Ltd new	Shares	+15.5K	+$8.0K	$8.0K
4	Merit Financial Group, LLC added	Shares	+8.5K	+$3.1K	$10.4K
5	IFP Advisors, Inc added	Shares	+1.5K	+$763	$964
6	True Wealth Design, LLC added	Shares	+1.1K	+$517	$666
7	EverSource Wealth Advisors, LLC added	Shares	+1.4K	+$475	$1.9K
8	Fortitude Family Office, LLC new	Shares	+213	+$110	$110
9	Farther Finance Advisors, LLC added	Shares	+220	+$93	$322
10	Wealth Enhancement Trust Services, Inc. new	Shares	+53	+$27	$27
11	SJS Investment Consulting Inc. added	Shares	+34	+$15	$31
12	SBI Securities Co., Ltd. added	Shares	+17	-$79	$408
13	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	-$1.2K	$5.4K
14	GC Wealth Management RIA, LLC unchanged	Shares	0	-$1.7K	$7.7K
15	Rockwood Wealth Management, LLC unchanged	Shares	0	-$3.3K	$14.9K
16	Abel Hall, LLC exited	Shares	-11.4K	-$7.2K	$0
17	Police & Firemen's Retirement System of New Jersey exited	Shares	-20.6K	-$13.0K	$0
18	ISTHMUS PARTNERS, LLC added	Shares	+178.9K	-$22.1K	$615.2K
19	MATRIX ASSET ADVISORS INC/NY exited	Shares	-100.0K	-$62.9K	$0

Filing Research | DCGO - DOCGO INC Institutional Holdings