We are live on ! Find out more
FDUS icon

Fidus Investment

Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
26
Capital Advisory Group Advisory Services
Minnesota
$930K -$65.6K -3,453 -7%
UBS Group
27
UBS Group
Switzerland
$895K -$6.39K -336 -0.7%
AR
28
Advisory Research
Illinois
$835K -$38.3K -2,016 -4%
OHWP
29
Oak Harbor Wealth Partners
North Carolina
$803K +$3.71K +195 +0.5%
DC
30
Davenport & Co
Virginia
$757K +$203K +10,688 +37%
RJT
31
Raymond James Trust
Florida
$753K -$40.6K -2,137 -5%
CAN
32
Cetera Advisor Networks
California
$696K +$93.2K +4,901 +15%
PVM
33
Palogic Value Management
Texas
$673K +$672K +35,367 New
BPC
34
Banque Pictet & Cie
Switzerland
$607K
PNAA
35
Pictet North America Advisors
Switzerland
$607K
Canada Life
36
Canada Life
Manitoba, Canada
$582K +$8.42K +443 +1%
CIAS
37
Capital Investment Advisory Services
North Carolina
$582K +$581K +30,579 New
HWM
38
HB Wealth Management
Georgia
$580K +$579K +30,462 New
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$575K -$10.9K -572 -2%
HCP
40
Hexagon Capital Partners
Arkansas
$542K
LFAS
41
Level Four Advisory Services
Texas
$481K +$480K +25,262 New
KC
42
Kingfisher Capital
North Carolina
$455K +$14.1K +741 +3%
STA
43
Summit Trail Advisors
New York
$428K
DADC
44
D.A. Davidson & Co
Montana
$426K +$19K +1,000 +5%
OIA
45
Optimum Investment Advisors
Illinois
$390K
PFS
46
Prospera Financial Services
Texas
$380K +$139K +7,305 +58%
EGA
47
Eagle Global Advisors
Texas
$377K -$4.75K -250 -1%
SPIA
48
Steward Partners Investment Advisory
New York
$369K +$32.2K +1,695 +10%
Stifel Financial
49
Stifel Financial
Missouri
$369K +$368K +19,371 New
MCA
50
Magnolia Capital Advisors
Mississippi
$364K +$1.31K +69 +0.4%