We are live on ! Find out more
FIS icon

Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
851
Great Lakes Advisors
Illinois
$306K -$696K -5,095 -70%
APG
852
Abacus Planning Group
South Carolina
$306K – – –
KPW
853
Kore Private Wealth
New York
$304K +$24.9K +182 +9%
TIA
854
Tiemann Investment Advisors
California
$302K -$6.83K -50 -2%
GRP
855
Global Retirement Partners
California
$302K +$266K +1,946 +954%
FG
856
Fiduciary Group
Georgia
$300K -$5.6K -41 -2%
ST
857
Sabal Trust
Florida
$300K -$1.64K -12 -0.6%
AW
858
ACG Wealth
Georgia
$299K -$21.2K -155 -7%
LIM
859
Leavell Investment Management
Alabama
$299K – – –
CT
860
Caldwell Trust
Florida
$298K +$81.8K +599 +39%
MYIA
861
Mount Yale Investment Advisors
Colorado
$296K +$287K +2,104 New
SS
862
Sunbelt Securities
Texas
$295K -$122K -893 -30%
MJP
863
Michael J. Puzo
$295K – – –
BTWM
864
Baker Tilly Wealth Management
Wisconsin
$295K +$286K +2,097 New
HR
865
Howe & Rusling
New York
$289K +$5.6K +41 +2%
CBFP
866
Cedar Brook Financial Partners
Ohio
$289K +$281K +2,056 New
CA
867
Cortland Associates
Missouri
$288K – – –
IWP
868
IAG Wealth Partners
Wisconsin
$286K -$21.2K -155 -7%
AWM
869
Apollon Wealth Management
South Carolina
$286K +$278K +2,033 New
HFG
870
Heron Financial Group
New York
$284K – – –
EW
871
Evoke Wealth
California
$280K +$207K +1,516 +319%
BAM
872
Berkshire Asset Management
Pennsylvania
$278K -$4.92K -36 -2%
WMP
873
Wealth Management Partners
Arizona
$275K +$256K +1,873 New
SAS
874
Stelac Advisory Services
New York
$271K +$100K +733 +61%
CNC
875
Citizens & Northern Corp
Pennsylvania
$270K – – –
33 34
35
36 37