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Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
826
Kovitz Investment Group Partners
Illinois
$350K +$13.1K +96 +4%
MCM
827
MAI Capital Management
Ohio
$348K +$73.3K +537 +28%
CCM
828
Coldstream Capital Management
Washington
$345K +$19.9K +146 +6%
SSWM
829
Smith Salley Wealth Management
North Carolina
$341K -$20.9K -153 -6%
PGA
830
Portland Global Advisors
Maine
$340K -$19.3K -141 -6%
CCM
831
Carlson Capital Management
Minnesota
$338K +$15K +110 +5%
PFBT
832
Parkside Financial Bank & Trust
Missouri
$336K -$11.5K -84 -3%
AFG
833
Allegheny Financial Group
Pennsylvania
$334K
P
834
Pitcairn
Pennsylvania
$333K -$10.5K -77 -3%
SWM
835
Segment Wealth Management
Texas
$332K +$125K +913 +63%
S
836
SimplyRich
California
$331K
NW
837
NewEdge Wealth
Pennsylvania
$329K -$1.42M -10,380 -82%
FFS
838
Founders Financial Securities
Maryland
$329K +$76.2K +558 +31%
LSAG
839
Lake Street Advisors Group
New Hampshire
$328K -$15.3K -112 -5%
EWA
840
EP Wealth Advisors
California
$328K +$11.2K +82 +4%
SACTSONJ
841
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$323K
NA
842
Navellier & Associates
Nevada
$320K +$546 +4 +0.2%
EWM
843
Evermay Wealth Management
Virginia
$319K
KCM
844
Kendall Capital Management
Maryland
$317K -$12.3K -90 -4%
TP
845
Tranquility Partners
Tennessee
$315K +$7.51K +55 +3%
MCC
846
Money Concepts Capital
Florida
$312K +$303K +2,220 New
O
847
Ossiam
France
$310K -$181K -1,324 -38%
MWM
848
Mission Wealth Management
California
$308K -$81.4K -596 -21%
ACS
849
Archford Capital Strategies
Illinois
$308K +$275K +2,013 New
WB
850
WesBanco Bank
West Virginia
$307K +$298K +2,180 New