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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
751
Almanack Investment Partners
Pennsylvania
$244K -$5.79K -77 -2%
CWP
752
Cyndeo Wealth Partners
Florida
$244K -$2.33K -31 -0.9%
HCM
753
Howard Capital Management
Georgia
$243K -$40.6K -540 -14%
RWP
754
RWA Wealth Partners
Massachusetts
$242K +$243K +3,236 New
FFA
755
Farther Finance Advisors
California
$240K +$7.82K +104 +3%
BCWM
756
Bartlett & Co Wealth Management
Ohio
$239K -$19K -253 -7%
KOMWMG
757
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$239K -$7.82K -104 -3%
SF
758
Summit Financial
New Jersey
$236K -$10.7K -142 -4%
HH
759
Hilltop Holdings
Texas
$234K +$17.7K +236 +8%
ICP
760
Interchange Capital Partners
Pennsylvania
$234K +$236K +3,133 New
BFS
761
Bard Financial Services
Connecticut
$234K -$207K -2,750 -47%
CA
762
Continuum Advisory
Idaho
$234K -$17.5K -233 -7%
PIM
763
Plato Investment Management
Australia
$232K +$5.49K +73 +2%
TCBWMS
764
Texas Capital Bank Wealth Management Services
Texas
$230K +$232K +3,085 New
VWM
765
Vigilare Wealth Management
Arizona
$229K – – –
CNBTD
766
Citizens National Bank Trust Department
Mississippi
$227K -$457K -6,081 -67%
TPWM
767
Twelve Points Wealth Management
Massachusetts
$226K -$4.44K -59 -2%
OWP
768
ORG Wealth Partners
Texas
$226K +$133K +1,772 +141%
FMLI
769
Fukoku Mutual Life Insurance
Japan
$225K – – –
IP
770
Isthmus Partners
Wisconsin
$224K +$24.4K +325 +12%
NP
771
Nilsine Partners
Colorado
$224K -$5.49K -73 -2%
CGL
772
Clarius Group LLC
Washington
$224K +$1.58K +21 +0.7%
BWM
773
Baron Wealth Management
Michigan
$223K -$110K -1,465 -33%
MWM
774
Modera Wealth Management
New Jersey
$221K -$2.48K -33 -1%
BBWP
775
Beacon Bridge Wealth Partners
Pennsylvania
$221K +$376 +5 +0.2%
29 30
31
32 33