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Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
NP
601
NorthRock Partners
Minnesota
$503K +$3.01K +40 +0.6%
BP
602
BBR Partners
New York
$501K
MFF
603
Michels Family Financial
Texas
$499K +$7.75K +103 +2%
MCM
604
MAI Capital Management
Ohio
$496K +$4.89K +65 +1%
BC
605
Burney Company
Virginia
$489K -$3.83K -51 -0.8%
FWA
606
FORM Wealth Advisors
Wisconsin
$485K +$489K +6,499 New
ML
607
Mayport LLC
Massachusetts
$484K -$113K -1,500 -19%
CC
608
Capital Counsel
New York
$484K
PFGIA
609
Patriot Financial Group Insurance Agency
Massachusetts
$480K +$23.6K +314 +5%
STA
610
Summit Trail Advisors
New York
$476K -$121K -1,613 -20%
RCAG
611
Rehmann Capital Advisory Group
Michigan
$475K -$205K -2,721 -30%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
612
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$472K +$475K +6,315 New
KFGK
613
Keystone Financial Group (Kentucky)
Kentucky
$470K -$51.7K -688 -10%
TAM
614
Trust Asset Management
Texas
$468K -$56.7K -754 -11%
SFA
615
Sequoia Financial Advisors
Ohio
$465K -$138K -1,830 -23%
CI
616
CX Institutional
Indiana
$461K +$52.6K +700 +13%
OA
617
Operose Advisors
Wisconsin
$461K +$197K +2,615 +74%
MIP
618
Marietta Investment Partners
Wisconsin
$458K
PAS
619
Point72 Asia (Singapore)
Singapore
$457K -$1.07M -14,165 -70%
IFWM
620
Institute for Wealth Management
Colorado
$455K +$213K +2,835 +87%
AG
621
Algert Global
California
$453K +$456K +6,070 New
FIA
622
Foundations Investment Advisors
Arizona
$453K +$163K +2,165 +55%
PAM
623
Panagora Asset Management
Massachusetts
$451K
BS
624
Banco Santander
Spain
$449K +$54.3K +722 +14%
LCS
625
Levin Capital Strategies
New York
$448K