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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
676
Transcend Capital Advisors
New Jersey
$589K +$150K +1,434 +32%
IAN
677
Integrated Advisors Network
Texas
$583K +$412K +3,939 +211%
CAM
678
Connacht Asset Management
New York
$581K +$605K +5,787 New
EWA
679
EverSource Wealth Advisors
Alabama
$576K +$232K +2,216 +63%
PFO
680
Pathstone Family Office
New Jersey
$573K -$628 -6 -0.1%
BSW
681
Buckingham Strategic Wealth
Missouri
$572K +$251K +2,398 +73%
FFM
682
Forum Financial Management
Illinois
$570K -$20.3K -194 -3%
PGH
683
Partners Group Holding
Switzerland
$569K – – –
VVP
684
Venture Visionary Partners
Ohio
$569K +$26.4K +252 +5%
PFGIA
685
Patriot Financial Group Insurance Agency
Massachusetts
$560K +$240K +2,290 +70%
CCA
686
Checchi Capital Advisers
California
$559K +$3.03K +29 +0.5%
HTC
687
Haverford Trust Company
Pennsylvania
$546K -$366K -3,502 -39%
BPCA
688
Bank Pictet & Cie (Asia)
Singapore
$546K – – –
IAA
689
Independent Advisor Alliance
North Carolina
$543K -$8.47K -81 -1%
AAM
690
AR Asset Management
California
$539K – – –
TW
691
Transform Wealth
Colorado
$536K +$559K +5,342 New
CB
692
Cadence Bank
Mississippi
$531K – – –
OWA
693
Outlook Wealth Advisors
Texas
$525K -$523 -5 -0.1%
CDH
694
Charles D. Hyman
$523K – – –
BL
695
Balentine LLC
Georgia
$521K +$542K +5,184 New
AT
696
Arden Trust
Delaware
$519K +$147K +1,405 +37%
FMAEN1
697
Fund Management at Engine No 1
California
$518K +$539K +5,155 New
AWA
698
Amplius Wealth Advisors
Pennsylvania
$516K +$523K +4,997 +3,423%
TF
699
Trek Financial
Arizona
$509K +$284K +2,713 +115%
AWM
700
Affinity Wealth Management
Delaware
$507K -$514K -4,910 -50%
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