We are live on ! Find out more
FIS icon

Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1026
Carolinas Wealth Consulting
North Carolina
$2.09K – – –
BIA
1027
Bell Investment Advisors
California
$2.01K – – –
HWP
1028
Highline Wealth Partners
California
$1.59K -$869 -11 -37%
TFM
1029
TFC Financial Management
Massachusetts
$1.51K – – –
HGA
1030
Hobbs Group Advisors
South Carolina
$1.5K +$55.3K +700 New
SIM
1031
Studio Investment Management
Illinois
$1.42K +$1.34K +17 New
AIC
1032
Archer Investment Corporation
Indiana
$1.26K – – –
CAC
1033
Core Alternative Capital
Georgia
$1.26K – – –
RAM
1034
Riggs Asset Management
Pennsylvania
$1.17K – – –
PIS
1035
POM Investment Strategies
North Carolina
$1K – – –
TFA
1036
Transamerica Financial Advisors
Florida
$1K -$474 -6 -43%
VWA
1037
Valued Wealth Advisors
Utah
$922 +$869 +11 New
A
1038
AlphaQuest
New York
$838 +$790 +10 New
CA
1039
Claris Advisors
Missouri
$754 +$711 +9 New
RTC
1040
Riverview Trust Company
Washington
$754 +$711 +9 New
NL
1041
NVWM LLC
Pennsylvania
$670 – – –
RWM
1042
Reston Wealth Management
Virginia
$670 +$632 +8 New
APC
1043
Aspire Private Capital
North Carolina
$617 – – –
TAM
1044
Tucker Asset Management
Colorado
$503 – – –
ACA
1045
Atlas Capital Advisors
Wyoming
$502 – – –
WA
1046
WestEnd Advisors
North Carolina
$335 +$79 +1 +33%
SWA
1047
SOA Wealth Advisors
New York
$272 – – –
TCM
1048
TruNorth Capital Management
Michigan
$168 – – –
HFM
1049
Hartford Financial Management
Connecticut
$168 +$158 +2 New
MFG
1050
Mendota Financial Group
Wisconsin
$168 +$158 +2 New
40 41
42
43 44