We are live on ! Find out more
FIS icon

Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
801
EP Wealth Advisors
California
$311K +$11.7K +112 +4%
SAM
802
Seelaus Asset Management
New Jersey
$310K – – –
PP
803
Paloma Partners
Connecticut
$308K -$10.1M -96,312 -97%
HH
804
Hilltop Holdings
Texas
$308K +$50.6K +484 +19%
EI
805
Ellevest Inc
New York
$308K +$58.6K +560 +22%
AF
806
Advisornet Financial
Minnesota
$307K +$58.6K +560 +22%
SIA
807
SkyView Investment Advisors
New Jersey
$302K +$25.8K +247 +9%
SAM
808
Silphium Asset Management
United Kingdom
$301K +$314K +3,000 New
MCM
809
Manchester Capital Management
Vermont
$296K +$107K +1,025 +53%
CWAG
810
Compton Wealth Advisory Group
Virginia
$296K +$309K +2,952 New
DGI
811
Disciplined Growth Investors
Minnesota
$295K -$47.2K -451 -13%
QP
812
Quilter Plc
United Kingdom
$295K – – –
SWA
813
Sutton Wealth Advisors
Florida
$292K +$4.6K +44 +2%
LCP
814
Legacy Capital Partners
Wisconsin
$291K – – –
CA
815
Continuum Advisory
Idaho
$291K +$307K +2,936 New
DSC
816
Duncker Streett & Co
Missouri
$290K -$35.7K -341 -11%
HC
817
Henshaw Capital
Massachusetts
$289K +$1.46K +14 +0.5%
I2I
818
Insight 2811 Inc
Illinois
$288K – – –
CAM
819
Cresset Asset Management
Illinois
$285K -$265K -2,534 -47%
NL
820
NWAM LLC
Washington
$285K +$34.6K +331 +13%
WT
821
Whittier Trust
California
$284K -$98.2K -939 -25%
VFPW
822
Vantage Financial Partners (Wisconsin)
Wisconsin
$283K +$105 +1 +0%
FFS
823
Founders Financial Securities
Maryland
$282K +$8.89K +85 +3%
SVWAG
824
Sound View Wealth Advisors Group
Georgia
$278K +$4.18K +40 +1%
PCS
825
Personal CFO Solutions
New Jersey
$278K +$51.3K +490 +22%
31 32
33
34 35