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Fidus Investment

Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
126
1 North Wealth Services
Maryland
$10.5K
SC
127
SouthState Corp
Florida
$8.71K
CTC
128
Central Trust Company
Missouri
$7.42K +$7.96K +426 New
IWS
129
Intentional Wealth Strategies
Colorado
$4.53K +$4.86K +260 New
PWS
130
Peterson Wealth Services
Utah
$2.13K
HFS
131
Hantz Financial Services
Michigan
$2K +$1.87K +100 New
Russell Investments Group
132
Russell Investments Group
United Kingdom
$1.25K
NEWAS
133
N.E.W. Advisory Services
Wisconsin
$1.1K
OCM
134
Osbon Capital Management
Massachusetts
$1.01K +$1.08K +58 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$923 +$990 +53 New
GWM
136
Geneos Wealth Management
Colorado
$888
Citigroup
137
Citigroup
New York
$749 +$803 +43 New
N
138
Natixis
France
$587
CIAM
139
Caitong International Asset Management
Hong Kong
$174 -$1.98K -106 -91%
PWAM
140
Private Wealth Asset Management
Iowa
$174
SAM
141
Smartleaf Asset Management
Massachusetts
$120
DB
142
Danske Bank
Denmark
$17
Two Sigma Advisers
143
Two Sigma Advisers
New York
-$1.39M -72,013 Closed
CAGAS
144
Capital Advisory Group Advisory Services
Minnesota
-$1.36M -70,546 Closed
Credit Agricole
145
Credit Agricole
France
-$973K -50,401 Closed
CEFA
146
Closed-End Fund Advisors
Virginia
-$749K -38,831 Closed
XT
147
XTX Topco
Cayman Islands
-$647K -33,519 Closed
JF
148
Jump Financial
Illinois
-$630K -32,635 Closed
Goldman Sachs
149
Goldman Sachs
New York
-$628K -32,514 Closed
TI
150
TrueMark Investments
Illinois
-$579K -30,021 Closed