We are live on ! Find out more
FIS icon

Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1226
Focused Wealth Management
New York
– -$113K -800 Closed
CCA
1227
Childress Capital Advisors
Texas
– -$109K -773 Closed
PWM
1228
Perigon Wealth Management
California
– -$100K -704 Closed
CDIA
1229
Capital Directions Investment Advisors
Georgia
– -$95K -673 Closed
RWA
1230
Ropes Wealth Advisors
Massachusetts
– -$76K -539 Closed
MAM
1231
Magellan Asset Management
Australia
– -$67K -477 Closed
LGA
1232
Lebenthal Global Advisors
New York
– -$60K -425 Closed
VBCG
1233
Valley Brook Capital Group
Pennsylvania
– -$56K -402 Closed
TI
1234
tru Independence
Oregon
– -$44 -313 Closed
FPCG
1235
Fort Pitt Capital Group
Pennsylvania
– -$36K -255 Closed
ETC
1236
Exchange Traded Concepts
Oklahoma
– -$32K -229 Closed
CWM
1237
Curi Wealth Management
North Carolina
– -$28K -204 Closed
TPWA
1238
TRUE Private Wealth Advisors
Oregon
– -$27K -193 Closed
VCG
1239
Vantage Consulting Group
Virginia
– -$25K -180 Closed
CL
1240
COWA LLC
Oklahoma
– -$18K -137 Closed
CYG
1241
Clean Yield Group
Vermont
– -$18K -125 Closed
BWA
1242
Burt Wealth Advisors
Maryland
– -$12K -83 Closed
SIAG
1243
Safeguard Investment Advisory Group
California
– -$11K -83 Closed
CG
1244
Cutler Group
California
– -$7K -50 Closed
TIAM2
1245
Tru Independence Asset Management 2
Oregon
– -$7K -49 Closed
AWG
1246
Altus Wealth Group
Colorado
– -$4K -31 Closed
BSSFA
1247
Baron Silver Stevens Financial Advisors
Florida
– -$3K -27 Closed
PS
1248
Planned Solutions
California
– -$4K -25 Closed
FFG
1249
Fortem Financial Group
California
– -$3K -20 Closed
ONST
1250
Old North State Trust
North Carolina
– -$3K -18 Closed
47 48 49
50
51