We are live on ! Find out more
FIS icon

Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
701
PFG Private Wealth Management
Florida
$232K +$231K +3,497 New
SCP
702
Sivia Capital Partners
California
$231K +$229K +3,475 New
Fisher Asset Management
703
Fisher Asset Management
Washington
$230K +$24.4K +370 +12%
FFN
704
Focus Financial Network
Minnesota
$229K
SI
705
Seeds Investor
New York
$229K +$228K +3,451 New
PWM
706
Pines Wealth Management
North Carolina
$229K +$227K +3,450 New
FWA
707
FORM Wealth Advisors
Wisconsin
$229K +$227K +3,444 New
HCM
708
Howard Capital Management
Georgia
$229K +$1.19K +18 +0.5%
HH
709
Hilltop Holdings
Texas
$228K -$8.57K -130 -4%
KOMWMG
710
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$228K +$198 +3 +0.1%
AA
711
ABC Arbitrage
France
$228K +$226K +3,426 New
JFG
712
JMG Financial Group
Illinois
$227K +$3.36K +51 +2%
FIA
713
Foundations Investment Advisors
Arizona
$226K -$6.72K -102 -3%
ACA
714
Aptus Capital Advisors
Alabama
$224K +$18.3K +277 +9%
NP
715
NorthRock Partners
Minnesota
$220K -$85.1K -1,291 -28%
PCA
716
Pallas Capital Advisors
Massachusetts
$218K +$216K +3,273 New
AIP
717
Almanack Investment Partners
Pennsylvania
$217K -$198 -3 -0.1%
RWP
718
RWA Wealth Partners
Massachusetts
$216K +$1.39K +21 +0.6%
KCM
719
Kathmere Capital Management
Pennsylvania
$216K -$22.5K -341 -9%
CA
720
Commerzbank Aktiengesellschaft
Germany
$216K -$10.4K -157 -5%
MBT
721
Montecito Bank & Trust
California
$215K -$4.62K -70 -2%
PWP
722
Precedent Wealth Partners
Texas
$214K -$7.12K -108 -3%
PM
723
Penbrook Management
New York
$214K -$59.3K -900 -22%
CWP
724
Cyndeo Wealth Partners
Florida
$213K -$4.88K -74 -2%
EPIM
725
Evelyn Partners Investment Management
$213K +$191K +2,898 +950%