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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
826
Bradley Foster & Sargent
Connecticut
$276K -$14.5K -139 -5%
NIM
827
NuWave Investment Management
New Jersey
$274K -$987K -9,434 -78%
LFA
828
Legacy Financial Advisors
Kentucky
$272K +$283K +2,710 New
MLL
829
Moody Lynn & Lieberson
Massachusetts
$271K -$14.7K -141 -5%
CCM
830
Coldstream Capital Management
Washington
$270K -$37K -354 -12%
IP
831
Isthmus Partners
Wisconsin
$269K -$231K -2,205 -45%
PI
832
Pettee Investors
Connecticut
$268K – – –
TH
833
TCTC Holdings
Texas
$262K -$54.9K -525 -17%
DWA
834
Douglass Winthrop Advisors
New York
$261K -$436K -4,165 -62%
SWM
835
Spire Wealth Management
Virginia
$258K -$109K -1,042 -30%
CBFP
836
Cedar Brook Financial Partners
Ohio
$257K +$18K +172 +7%
WP
837
WealthSource Partners
California
$256K +$21.9K +209 +9%
GIA
838
Gladstone Institutional Advisory
Florida
$254K -$211K -2,018 -44%
9WM
839
9258 Wealth Management
Ohio
$252K -$314 -3 -0.1%
BTWM
840
Baker Tilly Wealth Management
Wisconsin
$251K +$28.9K +276 +12%
CIS
841
Continental Investors Services
Washington
$249K – – –
CP
842
Covenant Partners
Tennessee
$249K +$259K +2,475 New
CA
843
Cetera Advisors
Colorado
$246K +$30.4K +291 +13%
SWM
844
SeaCrest Wealth Management
New York
$246K +$257K +2,455 New
T
845
TOBAM
France
$244K +$86.3K +825 +51%
TAIM
846
TD Ameritrade Investment Management
Nebraska
$242K +$28K +268 +13%
WTB
847
Washington Trust Bank
Washington
$239K -$17.9K -171 -7%
MFW
848
Meristem Family Wealth
Minnesota
$238K -$3.24K -31 -1%
AFG
849
Allegheny Financial Group
Pennsylvania
$238K – – –
S
850
SimplyRich
California
$236K – – –
32 33
34
35 36