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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
576
Institute for Wealth Management
Colorado
$456K +$59.7K +819 +13%
MFF
577
Michels Family Financial
Texas
$455K +$14.1K +194 +3%
PA
578
Profund Advisors
Maryland
$455K +$74.5K +1,021 +17%
IWC
579
Integrated Wealth Concepts
Massachusetts
$454K -$249K -3,412 -33%
IB
580
Intrust Bank
Kansas
$453K -$81.5K -1,117 -14%
MWM
581
Modern Wealth Management
Kansas
$452K -$19.1K -262 -4%
CA
582
Cullinan Associates
Kentucky
$447K +$494K +6,775 New
FFA
583
Farther Finance Advisors
California
$446K +$177K +2,434 +56%
AFA
584
Avant Financial Advisors
Texas
$445K – – –
BP
585
BBR Partners
New York
$442K – – –
CRC
586
Curi RMB Capital
Illinois
$441K +$27.7K +380 +6%
MF
587
Magnetar Financial
Illinois
$437K +$484K +6,631 New
MIP
588
Marietta Investment Partners
Wisconsin
$437K +$36K +493 +8%
LWAM
589
Legacy Wealth Asset Management
Minnesota
$433K -$1.75K -24 -0.4%
P
590
Pitcairn
Pennsylvania
$427K -$880K -12,065 -65%
CC
591
Capital Counsel
New York
$427K – – –
1C
592
111 Capital
France
$425K +$152K +2,090 +48%
SW
593
Simplicity Wealth
New Jersey
$418K -$57K -781 -11%
TAM
594
Trust Asset Management
Texas
$413K – – –
FB
595
Fulton Bank
Pennsylvania
$411K -$200K -2,748 -31%
AF
596
Allworth Financial
California
$410K +$132K +1,809 +41%
BC
597
Burney Company
Virginia
$409K -$10.9K -150 -2%
KFGK
598
Keystone Financial Group (Kentucky)
Kentucky
$406K -$9.04K -124 -2%
LCS
599
Levin Capital Strategies
New York
$396K – – –
PAM
600
Panagora Asset Management
Massachusetts
$395K – – –
22 23
24
25 26