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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
951
Key Financial Inc
Pennsylvania
$136K +$151K +1,087 New
FWM
952
Focused Wealth Management
New York
$134K – – –
GWS
953
Glassman Wealth Services
Virginia
$131K +$25.6K +184 +21%
CAN
954
Claraphi Advisory Network
United States
$130K +$149K +1,071 New
GEA
955
Glen Eagle Advisors
New Jersey
$129K -$25.6K -184 -15%
EP
956
Eudaimonia Partners
Tennessee
$129K +$63.3K +456 +76%
CC
957
Cognios Capital
Kansas
$128K +$147K +1,056 New
MG
958
MilWealth Group
Wisconsin
$127K – – –
DWA
959
Dougherty Wealth Advisers
Minnesota
$126K – – –
CTC
960
Central Trust Company
Missouri
$125K +$38.7K +279 +37%
OSAM
961
O'Shaughnessy Asset Management
Connecticut
$123K -$138K -991 -50%
CA
962
Clearstead Advisors
Ohio
$120K +$137K +990 New
LC
963
Lindbrook Capital
California
$118K -$31.5K -227 -19%
APW
964
Acima Private Wealth
Virginia
$115K -$8.33K -60 -6%
PCG
965
Private Capital Group
Connecticut
$110K +$4.3K +31 +4%
CIR
966
Clear Investment Research
Georgia
$107K – – –
BCA
967
Berman Capital Advisors
Georgia
$107K +$32.4K +233 +35%
CFGS
968
Concourse Financial Group Securities
Alabama
$103K -$32.6K -235 -22%
SIAS
969
Shine Investment Advisory Services
Colorado
$101K -$3.47K -25 -3%
GSWM
970
Golden State Wealth Management
California
$101K +$115K +827 New
CCM
971
Covington Capital Management
California
$100K -$6.67K -48 -6%
NSIM
972
North Star Investment Management
Illinois
$99K – – –
APC
973
Aspire Private Capital
North Carolina
$94K -$197K -1,420 -65%
SIC
974
Salem Investment Counselors
North Carolina
$94K +$2.64K +19 +3%
PAM
975
Paradigm Asset Management
New York
$91.2K – – –
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