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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PLU
901
Performa Ltd (US)
South Carolina
$7.39K -$7.08K -129 -51%
TWM
902
Tradition Wealth Management
Minnesota
$7K -$1.26K -23 -16%
CTC
903
Central Trust Company
Missouri
$6.85K +$1.1K +20 +21%
BWL
904
Bogart Wealth LLC
Virginia
$6.71K +$55 +1 +0.9%
JWM
905
Janiczek Wealth Management
Colorado
$6.49K -$7.35K -134 -55%
BC
906
Barrett & Company
Rhode Island
$6.46K -$10K -183 -63%
PWMG
907
Private Wealth Management Group
New Jersey
$6.31K +$5.76K +105 New
RFG
908
RFP Financial Group
Georgia
$6.13K – – –
LFG
909
Larson Financial Group
Missouri
$6.07K +$5.54K +101 New
BGA
910
Battery Global Advisors
Massachusetts
$6.01K +$5.49K +100 New
CMP
911
Coston McIsaac & Partners
Maine
$6K – – –
CI
912
Cordant Inc
Oregon
$5.95K – – –
VWM
913
Valley Wealth Managers
New Jersey
$5.89K – – –
NBT
914
Northwest Bank & Trust
Iowa
$5.88K +$5.38K +98 New
VWM
915
Venturi Wealth Management
Texas
$5.53K -$1.04K -19 -17%
AWM
916
Abound Wealth Management
Tennessee
$5.3K +$55 +1 +1%
CQS
917
Credential Qtrade Securities
$5.23K – – –
HCM
918
Highlander Capital Management
New Jersey
$5.17K +$4.72K +86 New
WBC
919
West Branch Capital
Massachusetts
$5.11K +$4.66K +85 New
CAL
920
Capital Advisors Ltd
Ohio
$5K -$384 -7 -8%
WIA
921
Wetzel Investment Advisors
Indiana
$5K +$4.83K +88 New
SHIM
922
Stone House Investment Management
Pennsylvania
$4.97K +$4.55K +83 New
KWAG
923
Kiely Wealth Advisory Group
North Carolina
$4.85K +$4.22K +77 New
FFO
924
Fortitude Family Office
Arizona
$4.81K +$4.39K +80 New
RIM
925
Rockbridge Investment Management
New York
$4.63K +$4.22K +77 New
35 36
37
38 39