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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
901
Toth Financial Advisory
Virginia
$2.21K +$2.3K +40 New
LF
902
Lee Financial
Texas
$2.1K – – –
TFA
903
Transamerica Financial Advisors
Florida
$2K – – –
AGWCA
904
Annis Gardner Whiting Capital Advisors
Florida
$1.99K +$2.07K +36 New
TCA
905
Trifecta Capital Advisors
Illinois
$1.88K – – –
WPA
906
West Paces Advisors
Georgia
$1.66K -$27.7K -482 -94%
SIC
907
SJS Investment Consulting
Ohio
$1.55K +$403 +7 +33%
WPWM
908
Western Pacific Wealth Management
Illinois
$1.38K – – –
SC
909
SouthState Corp
Florida
$1.27K – – –
GJIA
910
Glass Jacobson Investment Advisors
Maryland
$1.22K – – –
PPC
911
Park Place Capital
Alabama
$1.1K -$4.49K -78 -80%
TFGT
912
TS Financial Group (TSFG)
Illinois
$1K -$1.55K -27 -68%
MA
913
MCF Advisors
Kentucky
$995 – – –
NSG
914
Nalls Sherbakoff Group
Tennessee
$885 – – –
WWM
915
Wolff Wiese Magana
California
$830 – – –
TFM
916
TFC Financial Management
Massachusetts
$719 – – –
NFSG
917
Newbridge Financial Services Group
Florida
$553 – – –
JFA
918
JNBA Financial Advisors
Minnesota
$498 +$518 +9 New
CWC
919
Carolinas Wealth Consulting
North Carolina
$442 -$58 -1 -10%
APC
920
Aspire Private Capital
North Carolina
$397 -$1.21K -21 -75%
ACA
921
Atlas Capital Advisors
Wyoming
$331 – – –
SWA
922
SOA Wealth Advisors
New York
$231 – – –
RG
923
Retirement Group
California
$166 – – –
NC
924
NewSquare Capital
Pennsylvania
$55 -$576 -10 -91%
SCM
925
Steadfast Capital Management
New York
– -$132M -2,412,049 Closed
35 36
37
38 39