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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
951
CX Institutional
Indiana
$73K -$114K -847 -59%
SAM
952
S.A. Mason
Michigan
$73K – – –
NFG
953
Next Financial Group
Texas
$72K +$55.7K +415 +233%
LWA
954
Lenox Wealth Advisors
New York
$67K -$536 -4 -0.7%
ARMC
955
American Research & Management Company
Massachusetts
$67K – – –
LWP
956
Lumature Wealth Partners
Georgia
$66K -$4.83K -36 -6%
RE
957
RBC Europe
United Kingdom
$61K – – –
CLOS
958
Compagnie Lombard Odier SCmA
Switzerland
$60K +$65.7K +490 New
APW
959
Acima Private Wealth
Virginia
$58K – – –
M
960
MOTCO
Texas
$58K – – –
JWM
961
Janiczek Wealth Management
Colorado
$58K +$4.29K +32 +7%
CPC
962
Consolidated Planning Corp
Georgia
$55K +$61K +455 New
PB
963
Pinnacle Bancorp
Nebraska
$54K +$24K +179 +68%
LWM
964
Liberty Wealth Management
California
$54K +$37.3K +278 +161%
TWA
965
TCI Wealth Advisors
Arizona
$53K -$5.77K -43 -9%
SIS
966
Sound Income Strategies
Florida
$52K -$1.34K -10 -2%
AWM
967
AllSquare Wealth Management
New York
$52K +$12.7K +95 +28%
SQA
968
Simon Quick Advisors
New Jersey
$48K +$50.2K +374 +1,700%
AP
969
Arlington Partners
Alabama
$48K +$52.4K +391 New
PCTC
970
Perkins Coie Trust Company
Washington
$47K – – –
SL
971
Savior LLC
Massachusetts
$44K -$12.5K -93 -20%
CCA
972
Column Capital Advisors
Indiana
$44K – – –
RTC
973
Riverview Trust Company
Washington
$44K – – –
BG
974
Bollard Group
Massachusetts
$43K +$134 +1 +0.3%
CWP
975
Concord Wealth Partners
Virginia
$42K -$5.5K -41 -11%
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