We are live on ! Find out more
FIS icon

Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
701
Winch Advisory Services
Wisconsin
$184K
ETI
702
Enterprise Trust & Investment
California
$184K +$176K +1,500 New
TFA
703
Transamerica Financial Advisors
Florida
$183K +$175K +1,486 New
1IA
704
1834 Investment Advisors
Wisconsin
$179K +$5.87K +50 +4%
RA
705
Rational Advisors
New York
$179K +$111K +946 +185%
Carson Wealth (CWM LLC)
706
Carson Wealth (CWM LLC)
Nebraska
$175K
APC
707
Aspire Private Capital
North Carolina
$174K
ARMT
708
Amica Retiree Medical Trust
Rhode Island
$169K -$20.7K -176 -11%
MWC
709
MKD Wealth Coaches
Michigan
$141K +$101K +860 +75%
SPIA
710
Steward Partners Investment Advisory
New York
$136K +$130K +1,110 New
FWM
711
Focused Wealth Management
New York
$135K +$129K +1,100 New
CBT
712
Capital Bank & Trust
California
$132K
DWA
713
Dougherty Wealth Advisers
Minnesota
$127K
LC
714
Lindbrook Capital
California
$123K -$2.35K -20 -2%
APW
715
Acima Private Wealth
Virginia
$123K
BCI
716
Brinker Capital Investments
Pennsylvania
$123K
GLI
717
Guardian Life Insurance
New York
$114K
MFT
718
Moisand Fitzgerald Tamayo
Florida
$113K
SCA
719
Stonebridge Capital Advisors
Minnesota
$111K +$106K +905 New
RCAG
720
Rehmann Capital Advisory Group
Michigan
$109K +$9.51K +81 +10%
AssetMark Inc
721
AssetMark Inc
California
$108K +$2.35K +20 +2%
HCM
722
Hilton Capital Management
New York
$105K +$4.7K +40 +5%
GSWM
723
Golden State Wealth Management
California
$101K -$117 -1 -0.1%
AF
724
Advisornet Financial
Minnesota
$100K +$10.8K +92 +13%
AF
725
Allworth Financial
California
$99K