We are live on ! Find out more
FIS icon

Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
1201
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$288K -2,365 Closed
BL
1202
Balentine LLC
Georgia
– -$284K -2,334 Closed
TFS
1203
Thoroughbred Financial Services
Tennessee
– -$280K -2,308 Closed
ACM
1204
Advisors Capital Management
New Jersey
– -$269K -2,209 Closed
KCM
1205
Kendall Capital Management
Maryland
– -$264K -2,173 Closed
DA
1206
DSC Advisors
Illinois
– -$256K -2,100 Closed
AW
1207
ACG Wealth
Georgia
– -$253K -2,076 Closed
XT
1208
XTX Topco
Cayman Islands
– -$251K -2,065 Closed
SWM
1209
Segment Wealth Management
Texas
– -$250K -2,051 Closed
FG
1210
Fiduciary Group
Georgia
– -$240K -1,961 Closed
GL
1211
Graypoint LLC
New York
– -$234K -1,926 Closed
WMP
1212
Wealth Management Partners
Arizona
– -$231K -1,899 Closed
CA
1213
Claro Advisors
Massachusetts
– -$231K -1,897 Closed
UH
1214
Unigestion Holding
Switzerland
– -$233K -1,888 Closed
WA
1215
Wambolt & Associates
Colorado
– -$231K -1,873 Closed
YWP
1216
YorkBridge Wealth Partners
New York
– -$227K -1,864 Closed
CWM
1217
Cahaba Wealth Management
Georgia
– -$222K -1,824 Closed
MJB
1218
Mark J. Bradley
– -$217K -1,780 Closed
IIM
1219
Ipswich Investment Management
Massachusetts
– -$216K -1,775 Closed
MFG
1220
MidWestOne Financial Group
Iowa
– -$212K -1,743 Closed
SIA
1221
Sit Investment Associates
Minnesota
– -$211K -1,735 Closed
BIAS
1222
Beacon Investment Advisory Services
New Jersey
– -$209K -1,717 Closed
WSCM
1223
Wellington Shields Capital Management
New York
– -$209K -1,716 Closed
JWCA
1224
J.W. Cole Advisors
Florida
– -$205K -1,686 Closed
SP
1225
Symmetry Partners
Connecticut
– -$203K -1,685 Closed
47 48
49
50 51