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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
826
Pinz Capital Management
New York
$410K +$414K +2,900 New
QCG
827
Quadrant Capital Group
Ohio
$408K -$55.8K -391 -12%
I2I
828
Insight 2811 Inc
Illinois
$408K – – –
9WM
829
9258 Wealth Management
Ohio
$408K +$61.8K +433 +18%
CC
830
Centiva Capital
New York
$406K +$36.8K +258 +10%
RB
831
Renasant Bank
Mississippi
$402K +$405K +2,841 New
HC
832
Henshaw Capital
Massachusetts
$400K +$999 +7 +0.2%
II
833
Inspire Investing
Idaho
$400K +$26.7K +187 +7%
LWP
834
Lumature Wealth Partners
Georgia
$400K +$403K +2,826 New
MWM
835
Mission Wealth Management
California
$394K +$87.8K +615 +28%
TNBTD
836
Trustmark National Bank Trust Department
Mississippi
$391K -$6.14K -43 -2%
BPA
837
Beacon Pointe Advisors
California
$389K +$18.1K +127 +5%
WTB
838
Washington Trust Bank
Washington
$386K +$6.14K +43 +2%
MSFS
839
Main Street Financial Solutions
Pennsylvania
$385K +$389K +2,723 New
SEC
840
Seven Eight Capital
New York
$382K +$385K +2,700 New
DA
841
DSC Advisors
Illinois
$381K +$385K +2,695 New
PI
842
Pettee Investors
Connecticut
$377K – – –
GC
843
Garde Capital
Washington
$375K – – –
ET
844
Equitable Trust
Tennessee
$371K – – –
SL
845
Stevard LLC
Illinois
$370K -$96.3K -675 -21%
TH
846
TCTC Holdings
Texas
$369K – – –
TW
847
TrinityPoint Wealth
Connecticut
$369K +$17.6K +123 +4%
SSWM
848
Smith Salley Wealth Management
North Carolina
$365K -$8.71K -61 -2%
LWMM
849
Legacy Wealth Management (Mississippi)
Mississippi
$365K – – –
CAG
850
Csenge Advisory Group
Florida
$364K +$1.57K +11 +0.4%
32 33
34
35 36