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Fidus Investment

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Secure Asset Management
Michigan
$358K +$96.3K +5,153 +33%
AI
77
Accredited Investors
Minnesota
$348K
PFS
78
Prospera Financial Services
Texas
$348K
OC
79
Oppenheimer & Co
New York
$343K +$3.66K +196 +1%
MCM
80
Monument Capital Management
Virginia
$332K
Truist Financial
81
Truist Financial
North Carolina
$326K -$470K -25,168 -57%
PUI
82
Purpose Unlimited Inc
$322K +$350K +18,760 New
NC
83
nVerses Capital
Florida
$314K +$337K +18,039 New
OHWP
84
Oak Harbor Wealth Partners
North Carolina
$313K
ET
85
Entropy Technologies
New York
$305K +$327K +17,511 New
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$263K +$60K +3,211 +27%
JSL
87
JT Stratford LLC
Georgia
$262K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$253K +$146K +7,826 +117%
HWM
89
HB Wealth Management
Georgia
$233K -$4.48K -240 -2%
MQWP
90
Morey & Quinn Wealth Partners
Nebraska
$231K
FA
91
Fiduciary Alliance
South Carolina
$230K
SIC
92
Sage Investment Counsel
Tennessee
$228K +$18.7K +1,000 +8%
BFA
93
Bragg Financial Advisors
North Carolina
$227K
AAS
94
Annex Advisory Services
Wisconsin
$218K
Wells Fargo
95
Wells Fargo
California
$204K -$147K -7,880 -40%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$204K +$1.14K +61 +0.5%
PAG
97
Private Advisor Group
New Jersey
$197K -$49.1K -2,626 -19%
KCPT
98
Kingstone Capital Partners Texas
Texas
$189K +$8.54K +457 +4%
CA
99
Calton & Associates
Florida
$180K +$193K +10,314 New
KAS
100
Kestra Advisory Services
Texas
$178K -$25.4K -1,358 -12%