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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
801
Seelaus Asset Management
New Jersey
$450K – – –
KWM
802
Kingsview Wealth Management
Oregon
$449K +$131K +919 +41%
BCM
803
Brookstone Capital Management
Illinois
$449K +$453K +3,173 New
LPT
804
Legacy Private Trust
Wisconsin
$447K -$12K -84 -3%
OQS
805
Occudo Quantitative Strategies
Florida
$446K +$450K +3,150 New
AAS
806
Avantax Advisory Services
Texas
$445K -$255K -1,788 -36%
PAS
807
Park Avenue Securities
New York
$445K -$163K -1,142 -27%
NFGCM
808
Norman Fields Gottscho Capital Management
New York
$444K – – –
VVP
809
Venture Visionary Partners
Ohio
$444K +$448K +3,142 New
EF
810
Empowered Funds
Pennsylvania
$443K +$447K +3,131 New
SWK
811
Stephen W. Kidder
$439K -$49.9K -350 -10%
AMCA
812
Arthur M. Cohen & Associates
Illinois
$438K – – –
MFG
813
Menard Financial Group
Texas
$435K -$30.7K -215 -7%
OPS
814
Orion Portfolio Solutions
Nebraska
$429K +$169K +1,185 +64%
FI
815
FormulaFolio Investments
Michigan
$428K +$432K +3,028 New
CB
816
Community Bank
New York
$424K – – –
1W
817
1776 Wealth
Georgia
$424K +$77.3K +542 +22%
SS
818
Sunbelt Securities
Texas
$423K -$3.57K -25 -0.8%
WPC
819
White Pine Capital
Minnesota
$423K – – –
MF
820
Magnetar Financial
Illinois
$421K +$425K +2,976 New
CAAS
821
Capital Asset Advisory Services
Michigan
$419K +$112K +782 +36%
SWA
822
Sutton Wealth Advisors
Florida
$414K +$2.14K +15 +0.5%
HAG
823
HighPoint Advisor Group
Illinois
$414K -$2K -14 -0.4%
DWT
824
Dorsey & Whitney Trust
South Dakota
$414K +$13.8K +97 +3%
LCP
825
Legacy Capital Partners
Wisconsin
$411K -$57.1K -400 -12%
31 32
33
34 35