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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
651
Ignite Planners
California
$704K +$692K +6,123 New
FCM
652
Fortis Capital Management
Washington
$696K +$51.8K +458 +8%
EFL
653
ERn Financial LLC
Wisconsin
$693K -$181K -1,604 -20%
ANRIA
654
American National Registered Investment Advisor
Texas
$691K -$13.8K -122 -2%
FL
655
Fort LP
Maryland
$686K -$388K -3,438 -35%
FHB
656
First Hawaiian Bank
Hawaii
$686K -$85.2K -754 -11%
PFG
657
PAX Financial Group
Texas
$668K +$105K +925 +18%
MW
658
Marcum Wealth
Ohio
$664K -$142K -1,260 -17%
IA
659
IFP Advisors
Florida
$663K +$77.3K +684 +13%
SXL
660
Summit X LLC
Missouri
$657K +$490K +4,332 +256%
LCS
661
Levin Capital Strategies
New York
$655K – – –
TAM
662
Trust Asset Management
Texas
$655K – – –
EFM
663
E Fund Management
China
$650K -$81.1K -718 -11%
GCP
664
GSA Capital Partners
United Kingdom
$650K +$672K +5,951 New
FFM
665
Forum Financial Management
Illinois
$642K +$664K +5,878 New
WANY
666
Wealthspire Advisors (New York)
New York
$641K -$51.1K -452 -7%
TPWM
667
Twelve Points Wealth Management
Massachusetts
$640K +$662K +5,861 New
OPS
668
Orion Portfolio Solutions
Nebraska
$633K +$218K +1,931 +50%
BCM
669
Bayesian Capital Management
New York
$633K +$395K +3,500 +152%
BFO
670
Boston Family Office
Massachusetts
$631K -$57.3K -507 -8%
BAMF
671
BI Asset Management Fondsmaeglerselskab
Denmark
$625K -$440K -3,897 -41%
PFO
672
Pathstone Family Office
New Jersey
$625K +$124K +1,093 +24%
FAB
673
First American Bank
Illinois
$624K -$195K -1,728 -23%
SF
674
Synovus Financial
Georgia
$623K -$3.5K -31 -0.5%
PGH
675
Partners Group Holding
Switzerland
$618K – – –
25 26
27
28 29