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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
601
GAMMA Investing
California
$502K +$62.6K +961 +17%
BRWA
602
B. Riley Wealth Advisors
Florida
$495K +$131K +2,007 +29%
CRC
603
Curi RMB Capital
Illinois
$492K +$41.9K +643 +11%
LC
604
Landaas & Company
Wisconsin
$492K – – –
KFGK
605
Keystone Financial Group (Kentucky)
Kentucky
$492K -$17.8K -274 -4%
AIP
606
Ameritas Investment Partners
Nebraska
$488K – – –
JSW
607
Journey Strategic Wealth
New Jersey
$485K +$426K +6,540 New
CC
608
Capital Counsel
New York
$480K – – –
EIP
609
Epoch Investment Partners
New York
$476K -$13.7K -210 -3%
GCP
610
GSA Capital Partners
United Kingdom
$475K +$44.1K +677 +12%
VFA
611
Voya Financial Advisors
Connecticut
$473K -$1.45M -22,252 -78%
CW
612
Connectus Wealth
Ohio
$468K +$2.47K +38 +0.6%
UCB
613
United Community Bank
South Carolina
$467K -$2.93K -45 -0.7%
CI
614
Cigna Investments
Connecticut
$466K -$5.92K -91 -1%
MCM
615
MAI Capital Management
Ohio
$466K +$163K +2,509 +67%
SIA
616
Schechter Investment Advisors
Michigan
$465K +$408K +6,268 New
MIP
617
Marietta Investment Partners
Wisconsin
$462K – – –
LSAG
618
Lake Street Advisors Group
New Hampshire
$461K +$44.6K +685 +12%
AWS
619
Atria Wealth Solutions
New York
$458K +$402K +6,180 New
EFL
620
ERn Financial LLC
Wisconsin
$456K +$15.9K +244 +4%
CWM
621
Congress Wealth Management
Massachusetts
$455K +$28.8K +442 +8%
CC
622
Cipher Capital
New York
$454K +$399K +6,125 New
CL
623
CSS LLC
Illinois
$445K – – –
LCS
624
Levin Capital Strategies
New York
$445K – – –
BG
625
Bahl & Gaynor
Ohio
$445K -$220K -3,382 -36%
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