We are live on ! Find out more
FIS icon

Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
851
CarsonAllaria Wealth Management
Illinois
$165K -$35.9K -417 -17%
CB
852
Community Bank
New York
$162K – – –
HT
853
Headlands Technologies
Illinois
$158K +$169K +1,959 New
DJSG
854
D.J. St. Germain
Massachusetts
$157K +$159K +1,850 +1,927%
CT
855
Colonial Trust
South Carolina
$154K +$15.1K +175 +10%
CH
856
Cromwell Holdings
Wyoming
$150K – – –
MPWT
857
MassMutual Private Wealth & Trust
Connecticut
$150K +$9.3K +108 +6%
CIA
858
Cape Investment Advisory
Georgia
$148K +$1.29K +15 +0.8%
CFG
859
CKW Financial Group
Hawaii
$145K -$25.8K -300 -14%
MG
860
Mather Group
Illinois
$145K +$7.15K +83 +5%
AIM
861
Anchor Investment Management
South Carolina
$142K – – –
BLC
862
Brown, Lisle/Cummings
Rhode Island
$142K -$17.1K -198 -10%
RAM
863
Ramirez Asset Management
New York
$140K – – –
VIA
864
Virtus Investment Advisers
Connecticut
$140K – – –
CMBA
865
C.M. Bidwell & Associates
Hawaii
$128K – – –
A
866
AlphaQuest
New York
$125K +$133K +1,540 +15,400%
PTC
867
Private Trust Company
Ohio
$122K -$4.56K -53 -3%
WAS
868
Winch Advisory Services
Wisconsin
$121K – – –
HFS
869
Hantz Financial Services
Michigan
$114K -$603 -7 -0.5%
NECFA
870
New England Capital Financial Advisors
Connecticut
$112K – – –
GC
871
Garde Capital
Washington
$109K – – –
CA
872
Clearstead Advisors
Ohio
$104K -$229K -2,657 -67%
VWM
873
Venturi Wealth Management
Texas
$103K +$75.9K +881 +221%
GM
874
GeoWealth Management
Illinois
$103K -$6.03K -70 -5%
OWP
875
ORG Wealth Partners
Texas
$102K -$94K -1,092 -46%
33 34
35
36 37