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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
876
Coldstream Capital Management
Washington
$327K +$81.5K +571 +33%
GAM
877
Gotham Asset Management
New York
$326K +$329K +2,304 New
SACTSONJ
878
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$325K – – –
AW
879
ACG Wealth
Georgia
$323K -$99.9K -700 -23%
GSEP
880
Golden State Equity Partners
California
$323K +$326K +2,286 New
JCM
881
Jacobi Capital Management
Pennsylvania
$322K +$2.85K +20 +0.8%
NA
882
Navellier & Associates
Nevada
$321K -$105K -737 -24%
PCP
883
Proficio Capital Partners
Massachusetts
$321K -$10.7K -75 -3%
EWM
884
Evermay Wealth Management
Virginia
$321K – – –
OC
885
Oarsman Capital
Wisconsin
$320K – – –
EWA
886
EP Wealth Advisors
California
$319K -$9.56K -67 -3%
CCM
887
Carlson Capital Management
Minnesota
$318K -$22.4K -157 -6%
TIA
888
Tiemann Investment Advisors
California
$311K – – –
IWP
889
IAG Wealth Partners
Wisconsin
$310K – – –
CIA
890
Choate Investment Advisors
Massachusetts
$309K +$40.7K +285 +15%
TP
891
Tranquility Partners
Tennessee
$309K +$49.2K +345 +19%
APG
892
Abacus Planning Group
South Carolina
$308K -$42.8K -300 -12%
CWP
893
Curated Wealth Partners
California
$308K +$311K +2,178 New
ONB
894
Old National Bancorp
Indiana
$305K – – –
SCA
895
Snowden Capital Advisors
New York
$304K +$43.4K +304 +17%
ST
896
Sabal Trust
Florida
$303K +$1.71K +12 +0.6%
GBBWRPM
897
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$302K – – –
FHC
898
First Heartland Consultants
Missouri
$301K – – –
LWCFA
899
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$301K – – –
LIM
900
Leavell Investment Management
Alabama
$300K +$91.2K +639 +43%
34 35
36
37 38