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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
926
Clal Insurance
Israel
$10K +$9.32K +124 +1,033%
FMP
927
Financial Management Professionals
Texas
$9.93K +$1.5K +20 +18%
EWP
928
Elevation Wealth Partners
California
$8.29K – – –
BC
929
Barrett & Company
Rhode Island
$8.16K – – –
PP
930
Pacifica Partners
Canada
$7.97K +$8.04K +107 New
AF
931
Atala Financial
California
$7.92K – – –
CAM
932
Costello Asset Management
Pennsylvania
$7.92K +$7.97K +106 New
TTIC
933
Tower Trust & Investment Company
Iowa
$7.73K +$7.37K +98 New
RCM
934
Richardson Capital Management
Wisconsin
$7.47K +$7.52K +100 New
RTL
935
Red Tortoise LLC
Georgia
$7.42K – – –
CI
936
Cordant Inc
Oregon
$7.39K – – –
OC
937
Oakworth Capital
Alabama
$7.39K +$7.44K +99 New
MAFA
938
MJT & Associates Financial Advisory
Minnesota
$7.17K +$7.22K +96 New
CMP
939
Coston McIsaac & Partners
Maine
$7K +$75 +1 +1%
PWA
940
Physician Wealth Advisors
Utah
$6.87K -$8.95K -119 -56%
MWA
941
Medallion Wealth Advisors
Connecticut
$6.87K – – –
TC
942
Trust Company
Kansas
$6.65K – – –
CJH
943
Christopher J. Hasenberg
Wisconsin
$6.64K – – –
RWM
944
Raffa Wealth Management
District of Columbia
$6.57K – – –
MHR
945
Matthew Hamilton Rosenberg
$6.42K -$3.83K -51 -37%
SWM
946
Spire Wealth Management
Virginia
$6.05K +$4.44K +59 +268%
FFO
947
Fortitude Family Office
Arizona
$5.97K – – –
GA
948
GoalVest Advisory
New York
$5.97K +$226 +3 +4%
TC
949
Truvestments Capital
Florida
$5.6K – – –
IHWM
950
Iron Horse Wealth Management
Iowa
$5.38K +$5.41K +72 New
36 37
38
39 40