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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
751
Cyndeo Wealth Partners
Florida
$244K -$2.33K -31 -0.9%
HCM
752
Howard Capital Management
Georgia
$243K -$40.6K -540 -14%
RWP
753
RWA Wealth Partners
Massachusetts
$242K +$243K +3,236 New
FFA
754
Farther Finance Advisors
California
$240K +$7.82K +104 +3%
BCWM
755
Bartlett & Co Wealth Management
Ohio
$239K -$19K -253 -7%
KOMWMG
756
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$239K -$7.82K -104 -3%
SF
757
Summit Financial
New Jersey
$236K -$10.7K -142 -4%
HH
758
Hilltop Holdings
Texas
$234K +$17.7K +236 +8%
ICP
759
Interchange Capital Partners
Pennsylvania
$234K +$236K +3,133 New
BFS
760
Bard Financial Services
Connecticut
$234K -$207K -2,750 -47%
CA
761
Continuum Advisory
Idaho
$234K -$17.5K -233 -7%
PIM
762
Plato Investment Management
Australia
$232K +$5.49K +73 +2%
TCBWMS
763
Texas Capital Bank Wealth Management Services
Texas
$230K +$232K +3,085 New
VWM
764
Vigilare Wealth Management
Arizona
$229K – – –
CNBTD
765
Citizens National Bank Trust Department
Mississippi
$227K -$457K -6,081 -67%
TPWM
766
Twelve Points Wealth Management
Massachusetts
$226K -$4.44K -59 -2%
OWP
767
ORG Wealth Partners
Texas
$226K +$133K +1,772 +141%
FMLI
768
Fukoku Mutual Life Insurance
Japan
$225K – – –
IP
769
Isthmus Partners
Wisconsin
$224K +$24.4K +325 +12%
NP
770
Nilsine Partners
Colorado
$224K -$5.49K -73 -2%
CGL
771
Clarius Group LLC
Washington
$224K +$1.58K +21 +0.7%
BWM
772
Baron Wealth Management
Michigan
$223K -$110K -1,465 -33%
MWM
773
Modera Wealth Management
New Jersey
$221K -$2.48K -33 -1%
BBWP
774
Beacon Bridge Wealth Partners
Pennsylvania
$221K +$376 +5 +0.2%
CWS
775
Cypress Wealth Services
California
$221K -$75 -1 -0%
29 30
31
32 33