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Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
626
Park Avenue Securities
New York
$439K -$78.6K -1,208 -17%
MYIA
627
Mount Yale Investment Advisors
Colorado
$437K +$383K +5,890 New
SPW
628
Sonoma Private Wealth
California
$432K -$7.62K -117 -2%
FPWM
629
FSB Premier Wealth Management
Iowa
$426K +$8.01K +123 +2%
BMCM
630
Bryn Mawr Capital Management
Pennsylvania
$423K -$5.99K -92 -2%
PWP
631
Precedent Wealth Partners
Texas
$419K
IAIM
632
International Assets Investment Management
Florida
$417K +$373K +5,731 New
DAS
633
Dynamic Advisor Solutions
Arizona
$415K +$145K +2,232 +66%
MOS
634
MGO One Seven
Ohio
$410K -$565K -8,676 -61%
IAN
635
Integrated Advisors Network
Texas
$410K +$3.38K +52 +1%
Lido Advisors
636
Lido Advisors
California
$407K -$7.1K -109 -2%
LAM
637
LECAP Asset Management
United Kingdom
$399K -$817K -12,545 -70%
EI
638
Ellevest Inc
New York
$398K +$28.4K +437 +9%
AAM
639
AR Asset Management
California
$398K
FBFS
640
First Business Financial Services
Wisconsin
$392K
OA
641
Oracle Alpha
Ontario, Canada
$391K -$216K -3,314 -39%
BWM
642
Baron Wealth Management
Michigan
$390K +$99.3K +1,526 +41%
CFP
643
Catalyst Financial Partners
Massachusetts
$382K -$51.3K -788 -13%
ILI
644
Invesco LLC (Illinois)
Illinois
$381K -$17.6K -271 -5%
RGC
645
Roberts, Glore & Co
Illinois
$377K +$6.51K +100 +2%
DP
646
Dearborn Partners
Illinois
$371K -$15.2K -233 -4%
CGPCS
647
Capital Group Private Client Services
California
$370K -$8.48M -130,277 -96%
AAS
648
Ameritas Advisory Services
Nebraska
$367K +$4.04K +62 +1%
VA
649
Vident Advisory
Georgia
$365K -$15M -230,304 -98%
AFA
650
Atlas Financial Advisors
California
$365K +$22K +338 +7%