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Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
901
J.W. Cole Advisors
Florida
$205K +$226K +1,686 New
SP
902
Symmetry Partners
Connecticut
$203K -$354K -2,636 -61%
CCIA
903
Cherry Creek Investment Advisors
Colorado
$203K +$805 +6 +0.4%
RWB
904
RMR Wealth Builders
New Jersey
$201K – – –
BJL
905
Brighton Jones LLC
Washington
$200K -$12.5K -93 -5%
KA
906
Kozak & Associates
Colorado
$197K +$228K +1,702 New
AWM
907
Avior Wealth Management
Nebraska
$196K +$214K +1,597 +8,405%
ETI
908
Enterprise Trust & Investment
California
$183K – – –
WAS
909
Winch Advisory Services
Wisconsin
$183K – – –
SOW
910
State of Wyoming
Wyoming
$182K -$94.4K -704 -32%
Acadian Asset Management
911
Acadian Asset Management
Massachusetts
$178K -$223K -1,661 -53%
1IA
912
1834 Investment Advisors
Wisconsin
$178K – – –
BAM
913
Belpointe Asset Management
Nevada
$177K +$16.9K +126 +9%
BCA
914
Berman Capital Advisors
Georgia
$176K -$170K -1,270 -47%
CA
915
Clearstead Advisors
Ohio
$176K +$61.4K +458 +46%
PFGIA
916
Patriot Financial Group Insurance Agency
Massachusetts
$175K +$36.2K +270 +23%
CFA
917
Carroll Financial Associates
North Carolina
$146K +$9.52K +71 +6%
Koshinski Asset Management
918
Koshinski Asset Management
Illinois
$139K +$153K +1,144 New
PCG
919
Private Capital Group
Connecticut
$138K +$58.2K +434 +62%
GEA
920
Glen Eagle Advisors
New Jersey
$134K – – –
PWMG
921
Prestige Wealth Management Group
New Jersey
$133K -$13.4K -100 -8%
CFGS
922
Concourse Financial Group Securities
Alabama
$129K +$10.5K +78 +8%
MG
923
MilWealth Group
Wisconsin
$127K – – –
DWA
924
Dougherty Wealth Advisers
Minnesota
$126K – – –
FGAM
925
Financial Gravity Asset Management
Texas
$122K – – –