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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
601
Regions Financial Corp
Alabama
$857K +$26.8K +256 +3%
ST
602
Smithfield Trust
Pennsylvania
$855K +$29.8K +285 +3%
TAM
603
Tocqueville Asset Management
New York
$853K -$3.09M -29,562 -78%
AF
604
Aldebaran Financial
$848K – – –
KA
605
KLCM Advisors
Wisconsin
$848K – – –
FP
606
Fiduciary Planning
Florida
$845K +$194K +1,851 +28%
MC
607
Moors & Cabot
Massachusetts
$829K -$79.5K -760 -8%
SLF
608
Sun Life Financial
Ontario, Canada
$829K +$6.8K +65 +0.8%
NCM
609
Novare Capital Management
North Carolina
$825K -$5.44M -52,028 -86%
AWM
610
Apollon Wealth Management
South Carolina
$820K -$222K -2,127 -21%
LC
611
Lindbrook Capital
California
$816K +$703K +6,723 +479%
CCP
612
Corient Capital Partners
California
$806K +$137K +1,311 +20%
HI
613
Horizon Investments
North Carolina
$805K +$91.4K +874 +12%
HSA
614
HBK Sorce Advisory
Pennsylvania
$805K +$839K +8,017 New
DC
615
Dryden Capital
Florida
$803K +$366K +3,500 +78%
MFS
616
Mirabella Financial Services
United Kingdom
$803K +$837K +8,003 New
MPPLM
617
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$801K +$31.1K +297 +4%
AIA
618
Avalon Investment & Advisory
Texas
$798K +$262K +2,504 +46%
SW
619
SteelPeak Wealth
California
$797K +$52.3K +500 +7%
SIA
620
Strategic Investment Advisors
Michigan
$790K +$822K +7,863 New
MW
621
Marcum Wealth
Ohio
$781K +$177K +1,696 +28%
AIP
622
Ameritas Investment Partners
Nebraska
$780K -$45.4K -434 -5%
MCM
623
MAI Capital Management
Ohio
$776K +$45.3K +433 +6%
CAG
624
Csenge Advisory Group
Florida
$774K +$522K +4,990 +183%
CA
625
Clearstead Advisors
Ohio
$772K +$467K +4,468 +139%
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