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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
726
Conning Inc
Connecticut
$264K – – –
BPA
727
Beacon Pointe Advisors
California
$264K +$5.66K +87 +3%
MWM
728
MBE Wealth Management
Wisconsin
$260K +$228K +3,508 New
A
729
AJOVista
Massachusetts
$259K – – –
SW
730
SlateStone Wealth
Florida
$251K +$221K +3,388 New
FBC
731
Fairfield, Bush & Co
Connecticut
$250K – – –
BCWM
732
Bartlett & Co Wealth Management
Ohio
$250K -$44.9K -690 -17%
JFG
733
JMG Financial Group
Illinois
$250K -$27K -415 -11%
MFWP
734
Mosaic Family Wealth Partners
Missouri
$249K – – –
EFG
735
Everhart Financial Group
Ohio
$246K +$216K +3,314 New
HAG
736
HighPoint Advisor Group
Illinois
$245K +$4.75K +73 +2%
KOMWMG
737
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$245K +$215K +3,297 New
MBT
738
Montecito Bank & Trust
California
$244K -$28.8K -442 -12%
CCA
739
Checchi Capital Advisers
California
$244K +$214K +3,293 New
PJSIMP
740
P.J. Schmidt Investment Management (PJS)
Wisconsin
$243K – – –
ACA
741
Aptus Capital Advisors
Alabama
$243K +$213K +3,270 New
FFN
742
Focus Financial Network
Minnesota
$242K -$391 -6 -0.2%
PI
743
PFG Investments
New York
$239K +$210K +3,218 New
GT
744
Greenleaf Trust
Michigan
$236K +$207K +3,185 New
FIA
745
Foundations Investment Advisors
Arizona
$233K -$765K -11,753 -79%
HNB
746
Huntington National Bank
Ohio
$233K -$19.7K -303 -9%
OA
747
Operose Advisors
Wisconsin
$232K +$21.8K +335 +12%
PVM
748
Palogic Value Management
Texas
$231K +$203K +3,117 New
SWK
749
Stephen W. Kidder
$230K +$202K +3,100 New
MWM
750
Mission Wealth Management
California
$230K +$202K +3,098 New
28 29
30
31 32