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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
576
BBR Partners
New York
$446K – – –
QIM
577
Quantitative Investment Management
Virginia
$444K +$441K +6,685 New
SWM
578
SHP Wealth Management
Massachusetts
$442K +$439K +6,654 New
LWAM
579
Legacy Wealth Asset Management
Minnesota
$442K +$4.88K +74 +1%
PCM
580
Polymer Capital Management
New York
$441K -$330K -5,005 -43%
IB
581
Intrust Bank
Kansas
$438K -$18.6K -282 -4%
CC
582
Capital Counsel
New York
$425K -$4.95K -75 -1%
SI
583
Stephens Inc
Arkansas
$419K +$201K +3,053 +94%
DW30
584
Drucker Wealth 3.0
New Jersey
$418K -$91.3K -1,385 -18%
KFGK
585
Keystone Financial Group (Kentucky)
Kentucky
$413K +$3.69K +56 +0.9%
BC
586
Burney Company
Virginia
$412K +$66 +1 +0%
RS
587
R Squared
Hong Kong
$408K -$89.5K -1,358 -18%
OA
588
Operose Advisors
Wisconsin
$408K +$79.5K +1,206 +24%
MWM
589
MOR Wealth Management
Pennsylvania
$407K +$404K +6,127 New
MWM
590
Modern Wealth Management
Kansas
$407K -$47.7K -724 -11%
AU
591
AlphaGrep UK
$407K +$404K +6,123 New
CWS
592
Cypress Wealth Services
California
$404K +$77.6K +1,177 +24%
TAM
593
Trust Asset Management
Texas
$401K -$15.4K -234 -4%
LCS
594
Levin Capital Strategies
New York
$399K – – –
FRA
595
Frank Rimerman Advisors
California
$399K +$395K +5,998 New
PAM
596
Panagora Asset Management
Massachusetts
$398K – – –
SPWG
597
Sage Private Wealth Group
Illinois
$393K +$2.77K +42 +0.7%
EPW
598
Evolve Private Wealth
California
$391K +$388K +5,890 New
NFG
599
Northbridge Financial Group
Florida
$389K +$386K +5,847 New
NW
600
NewEdge Wealth
Pennsylvania
$384K +$381K +5,785 New
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24
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