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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
601
Hennion & Walsh Asset Management
New Jersey
$919K -$255K -1,899 -20%
SCM
602
Shelton Capital Management
Colorado
$918K -$13.7K -102 -1%
VCM
603
Virtue Capital Management
Tennessee
$917K -$23.7K -177 -2%
SW
604
SteelPeak Wealth
California
$911K -$37.4K -279 -4%
FAB
605
First American Bank
Illinois
$906K -$159K -1,183 -14%
TSWM
606
Triangle Securities Wealth Management
North Carolina
$905K +$997K +7,435 New
AWM
607
Accurate Wealth Management
Florida
$900K +$772K +5,758 New
MW
608
Marcum Wealth
Ohio
$893K +$1.88K +14 +0.2%
KPWS
609
Kestra Private Wealth Services
Texas
$883K +$119K +884 +14%
EF
610
Empirical Finance
Pennsylvania
$880K +$65.9K +491 +7%
SLF
611
Sun Life Financial
Ontario, Canada
$875K +$332K +2,475 +52%
AFS
612
Aft Forsyth & Sober
Florida
$858K – – –
FHB
613
First Hawaiian Bank
Hawaii
$856K +$3.08K +23 +0.3%
TWI
614
Thomas White International
Illinois
$834K – – –
SWP
615
Strategic Wealth Partners
Ohio
$834K +$201K +1,496 +28%
AIC
616
Ameritas Investment Company
Nebraska
$829K +$35K +261 +4%
MMG
617
Monetary Management Group
Missouri
$827K +$35.5K +265 +4%
LC
618
Landaas & Company
Wisconsin
$826K – – –
CC
619
Capital Counsel
New York
$812K +$80.5K +600 +10%
EFM
620
E Fund Management
China
$812K +$895K +6,673 New
SCA
621
Snowden Capital Advisors
New York
$812K +$185K +1,376 +26%
QIM
622
Quantitative Investment Management
Virginia
$810K -$313K -2,336 -26%
OQS
623
Occudo Quantitative Strategies
Florida
$808K +$890K +6,637 New
HI
624
Horizon Investments
North Carolina
$804K -$262K -1,955 -23%
SS
625
Simplicity Solutions
Minnesota
$800K +$42.9K +320 +5%
23 24
25
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