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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
951
Abound Wealth Management
Tennessee
$10.6K +$13K +140 New
FP
952
Financial Perspectives
Minnesota
$10.5K +$93 +1 +0.7%
AP
953
Arlington Partners
Alabama
$10K – – –
KC
954
Kenfarb & Co
Kentucky
$10K – – –
SSB
955
Sandy Spring Bank
Maryland
$10K – – –
MFA
956
McClarren Financial Advisors
Pennsylvania
$10K +$13K +140 New
BWL
957
Bogart Wealth LLC
Virginia
$9K +$2.33K +25 +27%
CFO
958
CVA Family Office
Colorado
$8K -$180K -1,935 -95%
SCA
959
Stonebridge Capital Advisors
Minnesota
$8K – – –
BWM
960
Baystate Wealth Management
Massachusetts
$8K +$93 +1 +0.9%
JGIA
961
Jackson Grant Investment Advisers
Connecticut
$8K +$4K +43 +74%
AIP
962
Almanack Investment Partners
Pennsylvania
$8K +$9.13K +98 New
RCG
963
Rock Creek Group
District of Columbia
$7K -$7.82K -84 -48%
HWM
964
HighMark Wealth Management
Minnesota
$7K -$372 -4 -4%
CI
965
Cordant Inc
Oregon
$7K – – –
IFS
966
Intelligent Financial Strategies
Minnesota
$7K – – –
SPWG
967
Sage Private Wealth Group
Illinois
$7K – – –
VWM
968
Valley Wealth Managers
New Jersey
$7K – – –
TJHA
969
Thomas J. Herzfeld Advisors
Florida
$7K +$2.51K +27 +41%
CQS
970
Credential Qtrade Securities
$6.57K – – –
CP
971
Castleview Partners
Texas
$6K -$534K -5,739 -99%
BBPWM
972
Blue Bell Private Wealth Management
Pennsylvania
$6K – – –
CYG
973
Clean Yield Group
Vermont
$6K – – –
ACM
974
AUA Capital Management
Pennsylvania
$6K +$1.77K +19 +34%
FF
975
FourThought Financial
Florida
$6K +$2.05K +22 +36%
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