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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
876
Baker Tilly Wealth Management
Wisconsin
$232K +$45.1K +336 +21%
WMP
877
Wealth Management Partners
Arizona
$231K -$29.5K -220 -10%
WA
878
Wambolt & Associates
Colorado
$231K +$13K +97 +5%
CA
879
Cetera Advisors
Colorado
$231K +$35.5K +265 +16%
CA
880
Claro Advisors
Massachusetts
$231K +$254K +1,897 New
WF
881
Welch & Forbes
Massachusetts
$230K – – –
WPC
882
White Pine Capital
Minnesota
$230K – – –
YWP
883
YorkBridge Wealth Partners
New York
$227K +$21.7K +162 +10%
TCMP
884
Thrive Capital Management (Pennsylvania)
Pennsylvania
$225K -$6.3K -47 -2%
ECM
885
Evergreen Capital Management
Washington
$225K +$248K +1,850 New
APA
886
American Portfolios Advisors
New York
$225K -$16.8K -125 -6%
BFPW
887
BOK Financial Private Wealth
Colorado
$222K -$33.5K -250 -12%
CWM
888
Cahaba Wealth Management
Georgia
$222K +$245K +1,824 New
FF
889
FourThought Financial
Florida
$217K -$4.29K -32 -2%
MJB
890
Mark J. Bradley
$217K – – –
IIM
891
Ipswich Investment Management
Massachusetts
$216K – – –
HIA
892
Harbor Investment Advisory
Maryland
$213K -$10.5K -78 -4%
MFG
893
MidWestOne Financial Group
Iowa
$212K – – –
SIA
894
Sit Investment Associates
Minnesota
$211K – – –
SXL
895
Summit X LLC
Missouri
$210K +$2.82K +21 +1%
WSCM
896
Wellington Shields Capital Management
New York
$209K -$6.37M -47,472 -97%
BIAS
897
Beacon Investment Advisory Services
New Jersey
$209K -$125K -935 -35%
PCS
898
Personal CFO Solutions
New Jersey
$208K +$16.5K +123 +8%
NL
899
NWAM LLC
Washington
$207K -$6.71K -50 -3%
KFP
900
KB Financial Partners
New Jersey
$206K +$41.2K +307 +22%
34 35
36
37 38