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Fidus Investment

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$240K -$11.8K -599 -5%
BW
77
Bison Wealth
Georgia
$226K -$18.1K -920 -7%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$210K -$47.2K -2,400 -18%
AR
79
Advisory Research
Illinois
$210K +$7.55K +384 +4%
EGA
80
Eagle Global Advisors
Texas
$206K +$207K +10,510 New
HF
81
HRT Financial
New York
$202K -$421K -21,435 -68%
FFA
82
Farther Finance Advisors
California
$146K +$28K +1,426 +24%
QT
83
Quantbot Technologies
New York
$136K +$2.52K +128 +2%
BBHC
84
Brown Brothers Harriman & Co
New York
$105K
SIS
85
Sound Income Strategies
Florida
$98.6K -$52.7K -2,679 -35%
GWSG
86
GPS Wealth Strategies Group
Colorado
$95.3K -$4.46K -227 -4%
EWA
87
EverSource Wealth Advisors
Alabama
$70.5K
Citadel Advisors
88
Citadel Advisors
Florida
$64.4K -$589K -29,968 -90%
MIA
89
MeadowBrook Investment Advisors
Michigan
$59.6K +$5.41K +275 +10%
ME
90
McIlrath & Eck
Washington
$59.3K +$59.5K +3,025 New
CAL
91
Capital Advisors Ltd
Ohio
$44K
Comerica Bank
92
Comerica Bank
Texas
$43K +$3.44K +175 +9%
GJWM
93
Gilliland Jeter Wealth Management
Arkansas
$29.4K
Citigroup
94
Citigroup
New York
$28.3K +$5.74K +292 +25%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$24.8K +$5.25K +267 +27%
JP Morgan Chase
96
JP Morgan Chase
New York
$19.6K -$260K -13,214 -93%
CWM
97
Cedar Wealth Management
California
$19.4K
QL
98
Quarry LP
New York
$17.3K +$4.31K +219 +33%
FHA
99
First Horizon Advisors
Tennessee
$14.9K +$374 +19 +3%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$14.7K -$39.3K -2,000 -73%