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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WMP
851
Wealth Management Partners
Arizona
$300K +$36.5K +246 +13%
LIM
852
Leavell Investment Management
Alabama
$299K – – –
AWM
853
Apollon Wealth Management
South Carolina
$299K +$11.7K +79 +4%
HR
854
Howe & Rusling
New York
$296K +$5.2K +35 +2%
LSAG
855
Lake Street Advisors Group
New Hampshire
$294K -$19.5K -131 -6%
AW
856
ACG Wealth
Georgia
$294K -$7.28K -49 -2%
DAS
857
Dynamic Advisor Solutions
Arizona
$294K +$27.3K +184 +10%
BFPW
858
BOK Financial Private Wealth
Colorado
$294K +$82.7K +557 +37%
TCA
859
Transcend Capital Advisors
New Jersey
$294K +$311K +2,092 New
MFW
860
Meristem Family Wealth
Minnesota
$293K +$307K +2,068 New
PVH
861
Psagot Value Holdings
Israel
$292K -$3.38M -22,750 -92%
O
862
Ossiam
France
$291K -$37.6K -253 -11%
CA
863
Cortland Associates
Missouri
$290K – – –
IWP
864
IAG Wealth Partners
Wisconsin
$288K – – –
RWM
865
Ritholtz Wealth Management
New York
$288K +$66.1K +445 +28%
ARC
866
Advisor Resource Council
Texas
$285K +$298K +2,009 New
WPC
867
White Pine Capital
Minnesota
$282K -$163K -1,100 -37%
HFG
868
Heron Financial Group
New York
$280K – – –
EN1L
869
Engine No 1 LLC
California
$280K +$293K +1,975 New
APA
870
American Portfolios Advisors
New York
$280K +$25.2K +170 +9%
MCM
871
Manchester Capital Management
Vermont
$276K +$7.87K +53 +3%
CNC
872
Citizens & Northern Corp
Pennsylvania
$272K – – –
OC
873
Oarsman Capital
Wisconsin
$271K – – –
NC
874
Nicholas Company
Wisconsin
$269K – – –
TW
875
Transform Wealth
Colorado
$269K +$282K +1,900 New
33 34
35
36 37