We are live on ! Find out more
FDUS icon

Fidus Investment

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$25.9K -$19.9K -1,000 -43%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$25.7K – – –
AWM
78
Activest Wealth Management
Florida
$21.9K +$22.9K +1,150 New
CM
79
Cornerstone Management
Georgia
$21K – – –
HDIM
80
Hanson & Doremus Investment Management
Vermont
$20K – – –
SIS
81
Sound Income Strategies
Florida
$19.7K – – –
CWM
82
Cedar Wealth Management
California
$18.9K – – –
ASN
83
Advisory Services Network
Georgia
$18.1K +$60 +3 +0.3%
AIP
84
Ahrens Investment Partners
Louisiana
$17.9K +$18.7K +939 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$12K -$18.3K -915 -60%
AWM
86
AllSquare Wealth Management
New York
$9.54K – – –
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.88K – – –
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
$7K -$97.9K -4,910 -93%
Nomura Asset Management
89
Nomura Asset Management
Japan
$6.94K +$7.26K +364 New
AAS
90
Ameritas Advisory Services
Nebraska
$3.73K +$3.99K +200 New
GWM
91
Geneos Wealth Management
Colorado
$1.91K – – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$19 – – –
CAN
93
Cetera Advisor Networks
California
– -$696K -36,588 Closed
BPC
94
Banque Pictet & Cie
Switzerland
– -$607K -31,912 Closed
PNAA
95
Pictet North America Advisors
Switzerland
– -$607K -31,912 Closed
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
– -$293K -15,383 Closed
AWM
97
Apollon Wealth Management
South Carolina
– -$282K -14,815 Closed
AWA
98
Arete Wealth Advisors
Illinois
– -$279K -14,650 Closed
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
– -$133K -7,000 Closed
OWA
100
One Wealth Advisors
California
– -$92.1K -4,839 Closed