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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
726
Howe & Rusling
New York
$273K -$1.79M -25,239 -86%
WI
727
Wintrust Investments
Illinois
$273K -$44.9K -632 -14%
IAS
728
Insigneo Advisory Services
Florida
$272K +$285K +4,005 New
PCM
729
Poehling Capital Management
Wisconsin
$272K +$284K +4,003 New
LA
730
Latitude Advisors
Florida
$270K +$29.6K +417 +12%
CG
731
Caprock Group
Idaho
$267K -$73.7K -1,037 -21%
1W
732
1776 Wealth
Georgia
$267K -$116K -1,635 -29%
MFWP
733
Mosaic Family Wealth Partners
Missouri
$266K +$279K +3,924 New
FMLI
734
Fukoku Mutual Life Insurance
Japan
$265K – – –
GGI
735
Godsey & Gibb Inc
Virginia
$264K +$276K +3,886 New
PWM
736
Perigon Wealth Management
California
$264K +$276K +3,885 New
SCM
737
Shelton Capital Management
Colorado
$262K -$384K -5,400 -58%
CA
738
Clearstead Advisors
Ohio
$259K -$36.8K -518 -12%
RAM
739
Readystate Asset Management
Illinois
$258K +$270K +3,800 New
AWS
740
Atria Wealth Solutions
New York
$256K -$50.8K -715 -16%
KWM
741
Kingsview Wealth Management
Oregon
$255K -$155K -2,187 -37%
DEA
742
DoubleLine ETF Adviser
Florida
$253K +$265K +3,726 New
SIA
743
Schechter Investment Advisors
Michigan
$252K +$75.8K +1,067 +40%
MFS
744
Mirabella Financial Services
United Kingdom
$251K +$263K +3,704 New
CFA
745
CWS Financial Advisors
Michigan
$250K +$126K +1,775 New
RT
746
Rockland Trust
Massachusetts
$247K -$17.1K -240 -6%
MSWM
747
McGlone Suttner Wealth Management
Wisconsin
$245K +$257K +3,615 New
GRP
748
Global Retirement Partners
California
$245K -$250K -3,521 -49%
MW
749
Marcum Wealth
Ohio
$244K -$212K -2,985 -45%
HH
750
Hilltop Holdings
Texas
$244K +$5.68K +80 +2%
28 29
30
31 32