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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
801
Graypoint LLC
New York
$243K -$1.46K -17 -0.6%
MWM
802
MBE Wealth Management
Wisconsin
$243K -$1.21K -14 -0.5%
MWM
803
Modera Wealth Management
New Jersey
$242K +$11.8K +137 +5%
GF
804
Gries Financial
Ohio
$241K -$861 -10 -0.3%
CGL
805
Clarius Group LLC
Washington
$241K +$86 +1 +0%
AFPL
806
Advus Financial Partners, LLC
Florida
$240K +$27.1K +315 +12%
OTL
807
Oak Thistle LLC
New York
$239K -$286K -3,317 -53%
CWS
808
Cypress Wealth Services
California
$239K -$603 -7 -0.2%
BBWP
809
Beacon Bridge Wealth Partners
Pennsylvania
$238K – – –
KWM
810
Kingsview Wealth Management
Oregon
$237K +$7.58K +88 +3%
HH
811
Hilltop Holdings
Texas
$235K -$20.8K -242 -8%
SWK
812
Stephen W. Kidder
$234K – – –
MWA
813
Meridian Wealth Advisors
Texas
$232K -$12.1K -141 -5%
BFS
814
Bradley Foster & Sargent
Connecticut
$232K +$11K +128 +5%
OPA
815
Old Port Advisors
Maine
$232K +$11.6K +135 +5%
WPC
816
Wedmont Private Capital
Pennsylvania
$232K +$16.4K +191 +7%
I2I
817
Insight 2811 Inc
Illinois
$231K – – –
UB
818
UMB Bank
Missouri
$228K +$12.4K +144 +5%
ESB
819
Essex Savings Bank
Connecticut
$227K +$9.56K +111 +4%
CG
820
Clifford Group
Massachusetts
$226K +$241K +2,801 New
WS
821
Wedbush Securities
California
$224K +$239K +2,770 New
RCA
822
Resonant Capital Advisors
Wisconsin
$223K +$16.4K +190 +7%
PWM
823
Perigon Wealth Management
California
$222K -$85.8K -996 -26%
IWM
824
IHT Wealth Management
Illinois
$221K -$204K -2,364 -46%
QWP
825
Quotient Wealth Partners
Texas
$220K +$431 +5 +0.2%
31 32
33
34 35