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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
851
Nicholas Hoffman & Company
Georgia
$257K +$71.6K +534 +34%
DA
852
DSC Advisors
Illinois
$256K +$31.7K +236 +13%
GLA
853
Great Lakes Advisors
Illinois
$255K -$8.99K -67 -3%
AW
854
ACG Wealth
Georgia
$253K – – –
XT
855
XTX Topco
Cayman Islands
$251K +$277K +2,065 New
SWM
856
Segment Wealth Management
Texas
$250K -$41.7K -311 -13%
CA
857
Cortland Associates
Missouri
$249K – – –
EI
858
Ellevest Inc
New York
$248K +$37.8K +282 +16%
BAM
859
Berkshire Asset Management
Pennsylvania
$247K +$272K +2,026 New
TIA
860
Tiemann Investment Advisors
California
$246K -$16.8K -125 -6%
DMBA
861
Deseret Mutual Benefit Administrators
Utah
$244K +$43.5K +324 +19%
APC
862
Aspire Private Capital
North Carolina
$241K +$91.9K +685 +53%
MA
863
MANA Advisors
New York
$241K +$265K +1,979 New
FG
864
Fiduciary Group
Georgia
$240K -$67.1K -500 -20%
CBFP
865
Cedar Brook Financial Partners
Ohio
$238K -$27.2K -203 -9%
O
866
Ossiam
France
$238K – – –
GII
867
Gryphon International Investment
Ontario, Canada
$238K +$263K +1,959 New
GL
868
Graypoint LLC
New York
$234K +$53.8K +401 +26%
FAFN
869
First Affirmative Financial Network
Colorado
$234K +$258K +1,921 New
DWP
870
Destiny Wealth Partners
Florida
$233K -$809K -6,034 -76%
IWP
871
IAG Wealth Partners
Wisconsin
$233K -$16.5K -123 -6%
CNC
872
Citizens & Northern Corp
Pennsylvania
$233K – – –
OC
873
Oarsman Capital
Wisconsin
$233K – – –
UH
874
Unigestion Holding
Switzerland
$233K +$253K +1,888 New
BTWM
875
Baker Tilly Wealth Management
Wisconsin
$232K +$45.1K +336 +21%
33 34
35
36 37