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Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
MJP
901
Michael J. Puzo
$297K
CPO
902
Cerity Partners OCIO
New York
$297K +$29.1K +204 +11%
PFS
903
Prospera Financial Services
Texas
$297K +$97.2K +681 +48%
TFS
904
Thoroughbred Financial Services
Tennessee
$292K +$18.1K +127 +7%
GA
905
Geller Advisors
New York
$292K +$171K +1,200 New
CA
906
Cortland Associates
Missouri
$290K
IA
907
Inspire Advisors
Idaho
$289K +$291K +2,041 New
BAM
908
Berkshire Asset Management
Pennsylvania
$285K
HR
909
Howe & Rusling
New York
$285K
HA
910
HC Advisors
Georgia
$283K
IIM
911
Ipswich Investment Management
Massachusetts
$283K
FFN
912
Focus Financial Network
Minnesota
$281K +$22.4K +157 +9%
KPW
913
Kore Private Wealth
New York
$280K +$68.2K +478 +32%
JF
914
JSF Financial
California
$279K +$48.7K +341 +21%
MOS
915
MGO One Seven
Ohio
$278K -$2.14K -15 -0.8%
PF
916
Phoenix Financial
Israel
$278K +$76.3K +535 +37%
MWA
917
Meridian Wealth Advisors
Texas
$277K -$122K -852 -30%
MCM
918
MAI Capital Management
Ohio
$274K +$277K +1,938 New
RCG
919
Rock Creek Group
District of Columbia
$273K +$9.7K +68 +4%
CNC
920
Citizens & Northern Corp
Pennsylvania
$271K
FG
921
Fiduciary Group
Georgia
$271K
DWP
922
Destiny Wealth Partners
Florida
$271K +$274K +1,918 New
SWM
923
Shakespeare Wealth Management
Wisconsin
$269K +$143 +1 +0.1%
HFG
924
Heron Financial Group
New York
$268K -$49.9K -350 -15%
MCM
925
Manchester Capital Management
Vermont
$268K