We are live on ! Find out more
FIS icon

Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
701
Pinnacle Wealth Management Group
Michigan
$522K -$14.2K -106 -2%
CWP
702
Curated Wealth Partners
California
$522K +$98.2K +732 +21%
PRC
703
Pearl River Capital
Michigan
$517K -$2.5M -18,616 -81%
GSEP
704
Golden State Equity Partners
California
$517K +$3.08K +23 +0.5%
WS
705
Wedbush Securities
California
$512K -$147K -1,095 -21%
MC
706
Machina Capital
France
$510K +$160K +1,193 +40%
FBC
707
Fairfield, Bush & Co
Connecticut
$508K -$142K -1,060 -20%
Cetera Investment Advisers
708
Cetera Investment Advisers
Illinois
$502K -$216K -1,612 -28%
FPIS
709
Financial Planning & Information Services
Wisconsin
$497K
FG
710
Foster Group
Iowa
$493K
SVWAG
711
Sound View Wealth Advisors Group
Georgia
$489K -$43.5K -324 -7%
MFW
712
Mosaic Family Wealth
Missouri
$489K -$2.01K -15 -0.4%
BS
713
Boenning & Scattergood
Pennsylvania
$486K
CGL
714
Clarius Group LLC
Washington
$484K -$54.2K -404 -9%
CCIA
715
Campbell & Co Investment Adviser
Maryland
$484K +$533K +3,976 New
LNC
716
Lincoln National Corp
Pennsylvania
$483K +$8.85K +66 +2%
AAM
717
Aureus Asset Management
Massachusetts
$479K
TCM
718
Teza Capital Management
Illinois
$477K -$3.29M -24,531 -86%
SKK
719
Shepherd Kaplan Krochuk
Massachusetts
$474K -$26.8K -200 -5%
AAS
720
Avantax Advisory Services
Texas
$472K +$27.8K +207 +6%
IWC
721
Integrated Wealth Concepts
Massachusetts
$472K +$520K +3,879 New
OPS
722
Orion Portfolio Solutions
Nebraska
$471K +$39.3K +293 +8%
BIM
723
Baldwin Investment Management
Pennsylvania
$470K -$24.8K -185 -5%
CG
724
Caprock Group
Idaho
$466K -$90K -671 -15%
RT
725
Rockland Trust
Massachusetts
$466K +$4.69K +35 +0.9%