We are live on ! Find out more
FIS icon

Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
651
Institute for Wealth Management
Colorado
$235K -$3.55K -66 -1%
NFG
652
Northbridge Financial Group
Florida
$235K -$42.1K -783 -13%
CT
653
ClearAlpha Technologies
Connecticut
$234K +$268K +4,986 New
Federated Hermes
654
Federated Hermes
Pennsylvania
$232K +$24.4K +454 +10%
WMA
655
West Michigan Advisors
Michigan
$228K +$262K +4,865 New
MG
656
Mather Group
Illinois
$228K +$261K +4,851 New
WA
657
Waddell & Associates
Tennessee
$227K +$260K +4,843 New
KCM
658
Kathmere Capital Management
Pennsylvania
$226K +$84.7K +1,574 +48%
TIM
659
Tevis Investment Management
Texas
$224K +$256K +4,768 New
IB
660
Intrust Bank
Kansas
$222K -$100K -1,866 -28%
CFFP
661
Center for Financial Planning
Michigan
$221K +$5.65K +105 +2%
CRC
662
Curi RMB Capital
Illinois
$221K +$3.5K +65 +1%
TWC
663
TD Waterhouse Canada
Ontario, Canada
$219K -$1.18M -21,949 -82%
AIP
664
Ameritas Investment Partners
Nebraska
$217K
DWM
665
Diversify Wealth Management
Utah
$216K +$252K +4,680 New
AWMM
666
Aegis Wealth Management (Maryland)
Maryland
$216K +$15K +279 +6%
ONST
667
Old North State Trust
North Carolina
$216K -$113K -2,108 -31%
JTWM
668
Jackson Thornton Wealth Management
Alabama
$216K +$267K +4,969 New
PEAK6
669
PEAK6
Illinois
$215K +$247K +4,589 New
V
670
ViaWealth
Kansas
$214K +$2.26K +42 +0.9%
EFL
671
ERn Financial LLC
Wisconsin
$213K +$108 +2 +0%
KeyBank National Association
672
KeyBank National Association
Ohio
$213K -$14.6K -271 -6%
WANY
673
Wealthspire Advisors (New York)
New York
$211K -$121K -2,255 -33%
GWMR
674
GC Wealth Management RIA
Massachusetts
$211K +$4.46K +83 +2%
MIP
675
Marietta Investment Partners
Wisconsin
$211K -$24.1K -449 -9%