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Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
526
Invera Wealth Advisors
Oregon
$876K +$38.2K +444 +4%
ACG
527
Allen Capital Group
Nebraska
$876K +$180K +2,088 +24%
SIA
528
Schechter Investment Advisors
Michigan
$875K -$101K -1,168 -10%
MYIA
529
Mount Yale Investment Advisors
Colorado
$875K +$21.3K +247 +2%
QIM
530
Quantitative Investment Management
Virginia
$871K +$929K +10,792 New
AIIMS
531
Analyst IMS Investment Management Services
Israel
$869K
NAS
532
Nicolet Advisory Services
Wisconsin
$866K -$46.1K -535 -5%
JSW
533
Journey Strategic Wealth
New Jersey
$860K -$69.8K -811 -7%
IWC
534
Integrated Wealth Concepts
Massachusetts
$859K +$62.9K +731 +7%
MIP
535
Mondrian Investment Partners
United Kingdom
$856K -$770K -8,938 -46%
WSC
536
Wellington Shields & Co
New York
$848K
VI
537
Vestcor Inc
New Brunswick, Canada
$840K -$1.21K -14 -0.1%
TCOV
538
Trust Company of Vermont
Vermont
$836K +$20K +232 +2%
AFW
539
Avantra Family Wealth
Pennsylvania
$833K +$888K +10,314 New
ATC
540
Argent Trust Co
Tennessee
$828K +$83.2K +966 +10%
ACM
541
Aquatic Capital Management
Illinois
$825K +$880K +10,217 New
OWA
542
One Wealth Advisors
California
$819K +$190K +2,210 +28%
DWM
543
Dakota Wealth Management
Florida
$818K -$20.8K -241 -2%
DTL
544
Dynamic Technology Lab
Singapore
$816K +$613K +7,117 +239%
RMCM
545
Reynders McVeigh Capital Management
Massachusetts
$815K
RBI
546
Raiffeisen Bank International
Austria
$804K +$859K +9,979 New
KCM
547
Kendall Capital Management
Maryland
$804K -$42.6K -495 -5%
LGA
548
Lebenthal Global Advisors
New York
$799K +$77.8K +903 +10%
VF
549
Virtu Financial
New York
$799K +$851K +9,887 New
Focus Partners Wealth
550
Focus Partners Wealth
Massachusetts
$798K -$3.33M -38,674 -80%