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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
701
Covenant Partners
Tennessee
$624K – – –
PWMG
702
Pinnacle Wealth Management Group
Michigan
$623K +$653K +4,400 New
CGL
703
Clarius Group LLC
Washington
$621K +$18.4K +124 +3%
SVWAG
704
Sound View Wealth Advisors Group
Georgia
$615K -$115K -777 -15%
EIG
705
Ellenbecker Investment Group
Wisconsin
$615K -$3.42K -23 -0.5%
SP
706
Symmetry Partners
Connecticut
$612K – – –
PWPS
707
Pinnacle Wealth Planning Services
Ohio
$600K +$10.4K +70 +2%
GSEP
708
Golden State Equity Partners
California
$599K +$8.91K +60 +1%
TIS
709
Tortoise Index Solutions
Kansas
$598K +$7.72K +52 +1%
FCM
710
Fortis Capital Management
Washington
$589K +$209K +1,407 +51%
QT
711
Quantamental Technologies
New York
$589K +$618K +4,160 New
QP
712
Quilter Plc
United Kingdom
$586K -$101K -683 -14%
SC
713
Savant Capital
Illinois
$586K -$1.63K -11 -0.3%
DCM
714
Donaldson Capital Management
Indiana
$584K -$60.6K -408 -9%
SKK
715
Shepherd Kaplan Krochuk
Massachusetts
$580K – – –
PFG
716
PAX Financial Group
Texas
$580K +$26.3K +177 +5%
FPIS
717
Financial Planning & Information Services
Wisconsin
$579K – – –
JF
718
Jump Financial
Illinois
$578K +$1.04K +7 +0.2%
BIM
719
Baldwin Investment Management
Pennsylvania
$574K -$18.6K -125 -3%
FG
720
Foster Group
Iowa
$574K -$11.4K -77 -2%
MFW
721
Mosaic Family Wealth
Missouri
$572K -$1.04K -7 -0.2%
BS
722
Boenning & Scattergood
Pennsylvania
$566K – – –
AAM
723
Aureus Asset Management
Massachusetts
$558K +$585K +3,936 New
MIM
724
Marco Investment Management
Georgia
$557K – – –
VVP
725
Venture Visionary Partners
Ohio
$554K -$12.9K -87 -2%
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29
30 31