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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Altium Wealth Management
New York
$243K -$18.8K -130 -7%
DAS
902
Dynamic Advisor Solutions
Arizona
$242K -$34K -235 -13%
SFFS
903
Stonehage Fleming Financial Services
Jersey
$242K +$238K +1,650 New
JF
904
JSF Financial
California
$240K +$236K +1,630 New
PNC
905
Park National Corp
Ohio
$239K – – –
BCA
906
Bay Colony Advisors
Massachusetts
$237K +$233K +1,609 New
RWB
907
RMR Wealth Builders
New Jersey
$230K +$26.4K +183 +13%
LBD
908
Landsberg Bennett & Dubbaneh
Florida
$229K +$434 +3 +0.2%
MIFH
909
Migdal Insurance & Financial Holdings
Israel
$229K +$112K +775 +99%
T
910
TRUADVICE
Florida
$228K +$228K +1,576 New
TIM
911
Thompson Investment Management
Wisconsin
$225K -$5.06K -35 -2%
CFA
912
CWS Financial Advisors
Michigan
$224K – – –
WSTAM
913
Wilbanks Smith & Thomas Asset Management
Virginia
$224K – – –
NIM
914
NuWave Investment Management
New Jersey
$224K +$45K +311 +26%
MSAM
915
Moloney Securities Asset Management
Missouri
$223K – – –
SCI
916
S&CO Inc
Massachusetts
$223K – – –
CC
917
Cedar Capital
Illinois
$222K +$218K +1,511 New
ETI
918
Enterprise Trust & Investment
California
$221K – – –
UB
919
UMB Bank
Missouri
$221K – – –
WAS
920
Winch Advisory Services
Wisconsin
$221K – – –
KPW
921
Kore Private Wealth
New York
$221K +$77.9K +539 +56%
BRWM
922
B. Riley Wealth Management
Tennessee
$221K +$217K +1,499 New
BCP
923
Blackhawk Capital Partners
Wisconsin
$220K +$237K +1,637 New
CT
924
Caldwell Trust
Florida
$220K – – –
LIM
925
Leavell Investment Management
Alabama
$219K +$215K +1,485 New
35 36
37
38 39