We are live on ! Find out more
FDUS icon

Fidus Investment

Name Holding Trade Value Shares
Change
Change in
Stake
BW
51
Bison Wealth
Georgia
$224K
William Blair & Company
52
William Blair & Company
Illinois
$223K
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$223K +$834 +47 +0.4%
Wells Fargo
54
Wells Fargo
California
$221K +$36.9K +2,078 +20%
BRWM
55
B. Riley Wealth Management
Tennessee
$207K
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$196K -$12.3K -694 -6%
ASN
57
Advisory Services Network
Georgia
$180K +$355 +20 +0.2%
Canada Life
58
Canada Life
Manitoba, Canada
$160K -$5.91K -333 -4%
CFA
59
Carroll Financial Associates
North Carolina
$146K
BAM
60
Belpointe Asset Management
Nevada
$133K +$9.31K +525 +8%
BBHC
61
Brown Brothers Harriman & Co
New York
$96K
CFCI
62
Comprehensive Financial Consultants Institutional
Indiana
$84K +$81K +4,564 New
GWSG
63
GPS Wealth Strategies Group
Colorado
$70K +$515 +29 +0.7%
TCWM
64
Total Clarity Wealth Management
Illinois
$58K +$2.57K +145 +5%
CCM
65
Chilton Capital Management
Texas
$32K +$31.9K +1,800 New
CWM
66
Cedar Wealth Management
California
$31K +$30.9K +1,742 New
JP Morgan Chase
67
JP Morgan Chase
New York
$22K -$24.8K -1,400 -54%
AWM
68
Activest Wealth Management
Florida
$21K
CM
69
Cornerstone Management
Georgia
$19.8K +$19.5K +1,100 New
S
70
SignatureFD
Georgia
$10K
LWANC
71
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K
GAM
72
Gemmer Asset Management
California
$5K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4.44K +250 New
GWM
74
Geneos Wealth Management
Colorado
$1K +$1.77K +100 New
Arrowstreet Capital
75
Arrowstreet Capital
Massachusetts
-$4.13M -236,931 Closed