We are live on ! Find out more
FIS icon

Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1001
TFC Financial Management
Massachusetts
$1.34K – – –
LI
1002
LRI Investments
Florida
$1.34K +$1.35K +18 New
WA
1003
WestEnd Advisors
North Carolina
$1.2K +$827 +11 +220%
CAC
1004
Core Alternative Capital
Georgia
$1.12K – – –
RAM
1005
Riggs Asset Management
Pennsylvania
$1.05K – – –
NWM
1006
Nova Wealth Management
Florida
$1.05K +$1.05K +14 New
TFA
1007
Transamerica Financial Advisors
Florida
$1K – – –
JAM
1008
JCIC Asset Management
Ontario, Canada
$971 +$977 +13 New
BHWM
1009
Bay Harbor Wealth Management
Maryland
$970 +$977 +13 New
PIS
1010
POM Investment Strategies
North Carolina
$896 – – –
MAS
1011
MPWM Advisory Solutions
Georgia
$821 – – –
PWA
1012
Principia Wealth Advisory
Texas
$797 -$75 -1 -8%
HWP
1013
Highline Wealth Partners
California
$747 -$1.73K -23 -70%
RWM
1014
Rialto Wealth Management
New York
$747 +$752 +10 New
NL
1015
NVWM LLC
Pennsylvania
$597 – – –
BFS
1016
Bare Financial Services
Pennsylvania
$523 +$526 +7 New
CIAS
1017
CBIZ Investment Advisory Services
Ohio
$523 +$526 +7 New
PWM
1018
Parkworth Wealth Management
California
$448 – – –
SFGP
1019
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$448 +$451 +6 New
HIA
1020
HFM Investment Advisors
New Jersey
$374 +$376 +5 New
OCM
1021
Osterweis Capital Management
California
$373 +$376 +5 New
DWM
1022
Dogwood Wealth Management
Kansas
$299 +$301 +4 New
PWAM
1023
Private Wealth Asset Management
Iowa
$299 +$301 +4 New
RJA
1024
Ross\Johnson & Associates
Minnesota
$299 +$301 +4 New
SWA
1025
SOA Wealth Advisors
New York
$245 – – –
39 40
41
42 43