We are live on ! Find out more
FIS icon

Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1201
Institute for Wealth Management
Colorado
– -$202K -1,449 Closed
ARMT
1202
Amica Retiree Medical Trust
Rhode Island
– -$191K -1,376 Closed
ACM
1203
Allred Capital Management
Texas
– -$164K -1,181 Closed
BCI
1204
Brinker Capital Investments
Pennsylvania
– -$139K -1,000 Closed
FMT
1205
First Mercantile Trust
Tennessee
– -$137K -983 Closed
ARMC
1206
American Research & Management Company
Massachusetts
– -$85K -609 Closed
AC
1207
Asio Capital
Kentucky
– -$50K -362 Closed
AA
1208
Argent Advisors
Louisiana
– -$31K -219 Closed
PA
1209
PSI Advisors
Florida
– -$22K -162 Closed
THWM
1210
Taylor Hoffman Wealth Management
Virginia
– -$22K -155 Closed
JPLA
1211
Joseph P. Lucia & Associates
New York
– -$21K -150 Closed
PWP
1212
Personal Wealth Partners
Minnesota
– -$19K -140 Closed
ACM
1213
Anfield Capital Management
California
– -$13K -89 Closed
PB
1214
Pinnacle Bancorp
Nebraska
– -$7K -50 Closed
WCM
1215
Wealthcare Capital Management
Virginia
– -$7K -49 Closed
IRC
1216
Investors Research Corp
Georgia
– -$5K -38 Closed
HWM
1217
Howard Wealth Management
Connecticut
– -$4K -33 Closed
WLPWM
1218
Walled Lake Planning & Wealth Management
Illinois
– -$4K -28 Closed
JIR
1219
James Investment Research
Ohio
– -$3K -23 Closed
MCM
1220
MV Capital Management
Maryland
– -$3K -20 Closed
JWBC
1221
John W. Brooker & Co
California
– -$3K -19 Closed
FPFS
1222
First Personal Financial Services
North Carolina
– -$2K -17 Closed
HGWM
1223
Harvest Group Wealth Management
Massachusetts
– -$2K -17 Closed
LWM
1224
Lionsbridge Wealth Management
Florida
– -$2K -15 Closed
SIC
1225
Samalin Investment Counsel
New York
– -$1K -14 Closed
46 47 48
49
50