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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
776
Compass Financial Management
Florida
$4.51K +$4.41K +102 New
APFP
777
Action Point Financial Planning
Michigan
$4.39K +$4.89K +113 New
AA
778
Addison Advisors
Vermont
$4.36K +$4.85K +112 New
ATC
779
Advantage Trust Company
Kansas
$4.36K +$4.85K +112 New
HNW
780
High Note Wealth
Minnesota
$4.24K +$3.25K +75 +221%
CAM
781
Costello Asset Management
Pennsylvania
$4.12K – – –
HFS
782
Horizon Financial Services
North Carolina
$4K – – –
CI
783
Cordant Inc
Oregon
$3.96K +$130 +3 +3%
TFA
784
Transamerica Financial Advisors
Florida
$3.95K -$24.4K -564 -85%
HIA
785
Highland Investment Advisors
Florida
$3.93K +$4.37K +101 New
RCM
786
Richardson Capital Management
Wisconsin
$3.89K – – –
TTIC
787
Tower Trust & Investment Company
Iowa
$3.81K – – –
FFA
788
Frazier Financial Advisors
Ohio
$3.75K -$7.18K -166 -63%
SC
789
Steph & Co
Wisconsin
$3.54K – – –
MA
790
MCF Advisors
Kentucky
$3.03K -$10.4K -240 -75%
DCM
791
Davis Capital Management
Florida
$3.03K +$346 +8 +11%
FC
792
Financial Consulate
Maryland
$2.96K +$3.29K +76 New
MNA
793
Manning & Napier Advisors
New York
$2.82K – – –
SWP
794
Strategic Wealth Partners
Ohio
$2.76K – – –
APW
795
Aventura Private Wealth
Florida
$2.41K +$2.68K +62 New
CW
796
CrossGen Wealth
North Carolina
$2.3K – – –
MAM
797
Marquette Asset Management
Minnesota
$2.18K +$1.04K +24 +75%
HWP
798
Highline Wealth Partners
California
$2.18K +$476 +11 +24%
PWA
799
Principia Wealth Advisory
Texas
$2.1K -$346 -8 -13%
VNA
800
Valley National Advisers
Pennsylvania
$2.02K +$2.25K +52 New
30 31
32
33 34