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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
726
Interchange Capital Partners
Pennsylvania
$277K +$20.9K +269 +9%
CFG
727
Citizens Financial Group
Rhode Island
$275K +$263K +3,378 New
JFG
728
JMG Financial Group
Illinois
$274K – – –
SF
729
Summit Financial
New Jersey
$273K +$15.3K +197 +6%
CWP
730
Cyndeo Wealth Partners
Florida
$271K +$4.98K +64 +2%
HCM
731
Howard Capital Management
Georgia
$270K +$4.98K +64 +2%
FT
732
Fiduciary Trust
Massachusetts
$269K +$35.7K +459 +16%
AIP
733
Almanack Investment Partners
Pennsylvania
$266K – – –
BRWA
734
B. Riley Wealth Advisors
Florida
$266K +$254K +3,263 New
RWP
735
RWA Wealth Partners
Massachusetts
$263K – – –
GWMR
736
GC Wealth Management RIA
Massachusetts
$262K +$251K +3,220 New
CI
737
Conning Inc
Connecticut
$261K -$11.2K -144 -4%
HNB
738
Huntington National Bank
Ohio
$257K +$16.8K +216 +7%
BFS
739
Bard Financial Services
Connecticut
$255K – – –
RCA
740
Resonant Capital Advisors
Wisconsin
$252K +$241K +3,099 New
TCBWMS
741
Texas Capital Bank Wealth Management Services
Texas
$252K +$1.01K +13 +0.4%
RWM
742
RMG Wealth Management
Wisconsin
$251K +$244K +3,133 New
SWM
743
Shakespeare Wealth Management
Wisconsin
$251K -$37.7K -484 -14%
QWP
744
Quotient Wealth Partners
Texas
$251K +$240K +3,080 New
PIM
745
Plato Investment Management
Australia
$250K +$545 +7 +0.2%
VWM
746
Vigilare Wealth Management
Arizona
$249K – – –
SFI
747
SPC Financial Inc
Maryland
$247K -$119K -1,527 -33%
TPWM
748
Twelve Points Wealth Management
Massachusetts
$246K -$1.17K -15 -0.5%
CWS
749
Cypress Wealth Services
California
$245K +$4.82K +62 +2%
YDMI
750
Y.D. More Investments
Israel
$245K -$48.5K -624 -17%
28 29
30
31 32