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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPW
751
Vantage Financial Partners (Wisconsin)
Wisconsin
$284K +$1.38K +16 +0.5%
EH
752
Equitable Holdings
New York
$283K -$19.5K -227 -6%
MSWM
753
McGlone Suttner Wealth Management
Wisconsin
$282K -$13.7K -159 -4%
C
754
Covestor
United Kingdom
$282K +$5.6K +65 +2%
BCWM
755
Bartlett & Co Wealth Management
Ohio
$279K +$85.9K +998 +41%
FFN
756
Focus Financial Network
Minnesota
$279K – – –
SMA
757
Sage Mountain Advisors
Georgia
$279K -$173K -2,011 -37%
AGP
758
Aspire Growth Partners
Florida
$278K +$297K +3,447 New
CNBOF
759
City National Bank of Florida
Florida
$277K +$296K +3,434 New
SW
760
Simplicity Wealth
New Jersey
$277K +$296K +3,434 New
MW
761
Maia Wealth
Colorado
$275K -$46.6K -541 -14%
CA
762
Commerzbank Aktiengesellschaft
Germany
$275K +$293K +3,401 New
CFM
763
Catalyst Funds Management
Australia
$275K -$1.75M -20,300 -86%
GA
764
Geller Advisors
New York
$273K -$6.63K -77 -2%
V
765
ViaWealth
Kansas
$272K -$21.3K -247 -7%
JFG
766
JMG Financial Group
Illinois
$272K – – –
CA
767
Continuum Advisory
Idaho
$272K +$15.6K +181 +6%
CI
768
Conning Inc
Connecticut
$271K -$16K -186 -5%
AIP
769
Almanack Investment Partners
Pennsylvania
$270K – – –
TCM
770
Teza Capital Management
Illinois
$269K +$23K +267 +9%
CNBT
771
Canandaigua National Bank & Trust
New York
$268K -$86.3K -1,002 -23%
EWM
772
Empirical Wealth Management
Washington
$267K +$284K +3,303 New
KOMWMG
773
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$266K +$86 +1 +0%
SF
774
Summit Financial
New Jersey
$266K -$44.9K -522 -14%
CWP
775
Cyndeo Wealth Partners
Florida
$266K +$431 +5 +0.2%
29 30
31
32 33