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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
601
Clifford Group
Massachusetts
$219K +$13.3K +307 +6%
KCM
602
Kendall Capital Management
Maryland
$219K -$96.5K -2,230 -28%
EPW
603
Evolve Private Wealth
California
$218K -$169K -3,901 -41%
PA
604
Parallel Advisors
California
$218K +$2.42K +56 +1%
SCA
605
Snowden Capital Advisors
New York
$218K -$105K -2,435 -30%
HFS
606
Hantz Financial Services
Michigan
$216K -$22.1K -511 -8%
HR
607
Hardy Reed
Mississippi
$215K -$11K -254 -4%
CT
608
Caldwell Trust
Florida
$211K -$378K -8,744 -62%
FDP
609
Financiere des Professionnels
Quebec, Canada
$210K +$233K +5,391 New
AAM
610
AR Asset Management
California
$209K – – –
SAI
611
Savvy Advisors Inc
New York
$207K +$231K +5,331 New
BEI
612
Benjamin Edwards Inc
Missouri
$207K -$34.3K -792 -13%
AG
613
Ascent Group
Virginia
$205K +$43 +1 +0%
KSWWM
614
Keyes Stange & Wooten Wealth Management
Florida
$204K +$227K +5,256 New
WSC
615
Wellington Shields & Co
New York
$204K – – –
CFG
616
Citizens Financial Group
Rhode Island
$201K +$36.3K +838 +19%
CT
617
ClearAlpha Technologies
Connecticut
$201K +$8.05K +186 +4%
CIA
618
Cape Investment Advisory
Georgia
$200K -$55.1K -1,273 -20%
CAG
619
Crestwood Advisors Group
Massachusetts
$200K +$223K +5,150 New
EP
620
Essential Partners
California
$185K +$15.8K +364 +8%
AIP
621
Ameritas Investment Partners
Nebraska
$173K -$7.96K -184 -4%
OA
622
Operose Advisors
Wisconsin
$172K -$73.8K -1,705 -28%
TWC
623
TD Waterhouse Canada
Ontario, Canada
$162K -$37.6K -869 -18%
WBC
624
Westpac Banking Corp
Australia
$157K – – –
CA
625
Continuum Advisory
Idaho
$155K +$172K +3,985 New
23 24
25
26 27