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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
751
Modera Wealth Management
New Jersey
$415K +$430K +3,807 New
AAS
752
Avantax Advisory Services
Texas
$414K -$9.04K -80 -2%
RT
753
Rockland Trust
Massachusetts
$414K -$3.96K -35 -0.9%
MOS
754
MGO One Seven
Ohio
$414K +$143K +1,264 +50%
IWC
755
Integrated Wealth Concepts
Massachusetts
$413K -$10.5K -93 -2%
AT
756
Arden Trust
Delaware
$411K -$207K -1,828 -33%
WT
757
Whittier Trust
California
$411K +$85.5K +757 +25%
PCM
758
Penserra Capital Management
California
$409K +$86.2K +763 +26%
LNC
759
Lincoln National Corp
Pennsylvania
$407K -$27.1K -240 -6%
HFG
760
Heron Financial Group
New York
$402K – – –
QCG
761
Quadrant Capital Group
Ohio
$402K +$39.4K +349 +10%
UCB
762
United Community Bank
South Carolina
$401K +$416K +3,678 New
HNB
763
Huntington National Bank
Ohio
$394K -$21K -186 -5%
FAM
764
Formidable Asset Management
Ohio
$392K – – –
SIA
765
Schechter Investment Advisors
Michigan
$392K +$406K +3,590 New
CAG
766
Csenge Advisory Group
Florida
$391K -$81.4K -720 -21%
CF
767
Copperwynd Financial
Arizona
$389K – – –
SWM
768
Spire Wealth Management
Virginia
$389K +$148K +1,309 +59%
HKAM
769
Horizon Kinetics Asset Management
New York
$387K +$4.52K +40 +1%
EWA
770
EverSource Wealth Advisors
Alabama
$384K +$398K +3,520 New
JC
771
JB Capital
Connecticut
$382K +$29.4K +260 +8%
FBC
772
Fairfield, Bush & Co
Connecticut
$382K -$76.3K -675 -16%
SCA
773
STALEY CAPITAL ADVISERS
Pennsylvania
$382K – – –
USCWA
774
U.S. Capital Wealth Advisors
Texas
$381K -$127K -1,124 -24%
JHP
775
James Hambro & Partners
United Kingdom
$380K -$49.1M -434,392 -99%
29 30
31
32 33