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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
951
Ellevest Inc
New York
$165K +$161K +1,113 +22,260%
FWM
952
Focused Wealth Management
New York
$162K – – –
GEA
953
Glen Eagle Advisors
New Jersey
$162K – – –
HIA
954
Harbor Investment Advisory
Maryland
$160K +$116K +802 +284%
LC
955
Lindbrook Capital
California
$157K +$13.4K +93 +10%
CA
956
Clearstead Advisors
Ohio
$155K +$9.54K +66 +7%
CFGS
957
Concourse Financial Group Securities
Alabama
$154K +$8.24K +57 +6%
MG
958
MilWealth Group
Wisconsin
$153K – – –
DWA
959
Dougherty Wealth Advisers
Minnesota
$153K – – –
SIC
960
Salem Investment Counselors
North Carolina
$132K – – –
CIR
961
Clear Investment Research
Georgia
$129K – – –
AP
962
Advisors Preferred
Maryland
$129K +$127K +878 New
CFA
963
Carroll Financial Associates
North Carolina
$128K +$18.6K +129 +17%
CI
964
CX Institutional
Indiana
$126K +$32.2K +223 +35%
APA
965
American Portfolios Advisors
New York
$126K -$45.1K -312 -27%
NNP
966
Nachman Norwood & Parrott
South Carolina
$122K +$119K +826 New
CCM
967
Covington Capital Management
California
$120K – – –
NSIM
968
North Star Investment Management
Illinois
$120K – – –
PFWA
969
Paces Ferry Wealth Advisors
Georgia
$119K +$116K +806 New
BWP
970
Baldwin Wealth Partners
Massachusetts
$118K +$116K +800 New
BAM
971
Belpointe Asset Management
Nevada
$117K +$1.3K +9 +1%
EP
972
Eudaimonia Partners
Tennessee
$112K +$15.6K +108 +17%
AA
973
Ancora Advisors
Ohio
$109K +$11.1K +77 +12%
PCG
974
Private Capital Group
Connecticut
$102K -$3.32K -23 -3%
CDIA
975
Capital Directions Investment Advisors
Georgia
$99K – – –
37 38
39
40 41