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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
676
Wealthspire Advisors (New York)
New York
$254K +$39K +678 +17%
CA
677
Cetera Advisors
Colorado
$254K +$42.5K +738 +19%
BSW
678
Buckingham Strategic Wealth
Missouri
$254K +$6.45K +112 +3%
VFA
679
Valeo Financial Advisors
Indiana
$254K +$264K +4,587 New
BMCM
680
Bryn Mawr Capital Management
Pennsylvania
$251K +$261K +4,540 New
MIP
681
Mondrian Investment Partners
United Kingdom
$250K +$81.1K +1,410 +45%
RRCM
682
Rappaport Reiches Capital Management
Illinois
$250K +$403 +7 +0.2%
NS
683
NBC Securities
Alabama
$250K +$261K +4,537 New
CCA
684
Cravens & Co Advisors
Tennessee
$250K +$260K +4,520 New
WP
685
WMS Partners
Maryland
$249K – – –
RGC
686
Roberts, Glore & Co
Illinois
$248K +$27.6K +480 +12%
CI
687
CX Institutional
Indiana
$247K +$1.96K +34 +0.8%
TPWM
688
Twelve Points Wealth Management
Massachusetts
$246K -$2.59K -45 -1%
TFA
689
Tranquilli Financial Advisor
New Jersey
$246K +$36.3K +630 +17%
MCM
690
MAI Capital Management
Ohio
$243K -$12.2K -212 -5%
GT
691
Greenleaf Trust
Michigan
$242K -$13.8K -239 -5%
UM
692
UniSuper Management
Australia
$238K – – –
OA
693
Operose Advisors
Wisconsin
$236K +$85.8K +1,490 +54%
FG
694
Foster Group
Iowa
$232K -$978 -17 -0.4%
PWM
695
Perigon Wealth Management
California
$232K +$241K +4,189 New
HI
696
Horizon Investments
North Carolina
$231K +$6.39K +111 +3%
MG
697
Mather Group
Illinois
$225K +$234K +4,068 New
IAS
698
Insigneo Advisory Services
Florida
$225K +$234K +4,066 New
GWM
699
Gray Wealth Management
Maine
$224K +$233K +4,048 New
DAS
700
Dynamic Advisor Solutions
Arizona
$224K +$233K +4,046 New
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