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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
801
TCTC Holdings
Texas
$369K – – –
MOS
802
MGO One Seven
Ohio
$369K +$8.02K +54 +2%
MCM
803
MAI Capital Management
Ohio
$368K +$17.7K +119 +5%
GIA
804
Gladstone Institutional Advisory
Florida
$368K +$386K +2,601 New
LWMM
805
Legacy Wealth Management (Mississippi)
Mississippi
$365K – – –
AF
806
Advisornet Financial
Minnesota
$363K – – –
SGI
807
Summit Global Investments
Utah
$360K -$315K -2,122 -46%
GC
808
Garde Capital
Washington
$351K -$25.4K -171 -6%
MYIA
809
Mount Yale Investment Advisors
Colorado
$348K +$51.8K +349 +17%
CCM
810
Carlson Capital Management
Minnesota
$344K +$4.31K +29 +1%
PGA
811
Portland Global Advisors
Maine
$341K -$2.23K -15 -0.6%
CG
812
Cutler Group
California
$340K +$356K +2,400 New
HH
813
Hilltop Holdings
Texas
$339K -$28.2K -190 -7%
PFBT
814
Parkside Financial Bank & Trust
Missouri
$339K +$891 +6 +0.3%
CCM
815
Coldstream Capital Management
Washington
$338K -$9.8K -66 -3%
SSWM
816
Smith Salley Wealth Management
North Carolina
$335K -$8.76K -59 -2%
AFG
817
Allegheny Financial Group
Pennsylvania
$335K -$1.19K -8 -0.3%
SWM
818
Segment Wealth Management
Texas
$335K – – –
UF
819
Univest Financial
Pennsylvania
$334K -$26.9K -181 -7%
P
820
Pitcairn
Pennsylvania
$334K -$1.19K -8 -0.3%
CCWA
821
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$334K +$350K +2,354 New
S
822
SimplyRich
California
$333K – – –
CT
823
Caldwell Trust
Florida
$330K +$31.8K +214 +10%
FFS
824
Founders Financial Securities
Maryland
$330K -$2.23K -15 -0.6%
SS
825
Sunbelt Securities
Texas
$328K +$16.5K +111 +5%
31 32
33
34 35