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Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
Modern Wealth Management
Kansas
$619K +$543K +8,344 New
SC
577
Sierra Capital
Florida
$616K +$541K +8,309 New
CSPIA
578
Cary Street Partners Investment Advisory
Virginia
$616K -$53.4K -820 -9%
SAG
579
SageView Advisory Group
California
$615K +$9.63K +148 +1%
CAG
580
Csenge Advisory Group
Florida
$606K -$167K -2,564 -24%
CCM
581
Chiron Capital Management
Florida
$601K -$58.5K -899 -10%
SFA
582
Sequoia Financial Advisors
Ohio
$590K -$831K -12,765 -62%
ZIM
583
Zacks Investment Management
Illinois
$584K -$99.8K -1,533 -16%
QOP
584
Quinn Opportunity Partners
Virginia
$567K
WA
585
Waverly Advisors
Alabama
$564K -$18.2K -280 -4%
IAA
586
Independent Advisor Alliance
North Carolina
$551K -$267K -4,098 -36%
TIAA Trust, National Association
587
TIAA Trust, National Association
North Carolina
$550K +$14.6K +224 +3%
SW
588
SteelPeak Wealth
California
$546K
CT
589
Caldwell Trust
Florida
$541K +$184K +2,825 +63%
IB
590
Intrust Bank
Kansas
$537K +$5.08K +78 +1%
CB
591
Cadence Bank
Mississippi
$530K +$8.59K +132 +2%
XT
592
XTX Topco
Cayman Islands
$527K +$462K +7,101 New
BC
593
Burney Company
Virginia
$527K -$16.3K -250 -3%
BMM
594
Buffington Mohr McNeal
Idaho
$526K -$130K -2,000 -22%
TAM
595
Trust Asset Management
Texas
$521K
SW
596
SVB Wealth
Massachusetts
$518K -$65.6K -1,008 -13%
MNBTD
597
Moody National Bank Trust Division
Texas
$515K +$8.33K +128 +2%
WJWM
598
Williams Jones Wealth Management
New York
$513K +$14.3K +220 +3%
LGA
599
Lebenthal Global Advisors
New York
$510K +$14.3K +220 +3%
NP
600
NorthRock Partners
Minnesota
$505K -$391 -6 -0.1%