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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
976
Caldwell Trust
Florida
$215K +$3.42K +24 +2%
CFA
977
CWS Financial Advisors
Michigan
$214K -$1.14K -8 -0.5%
SFO
978
Standard Family Office
South Dakota
$213K +$215K +1,504 New
WAS
979
Winch Advisory Services
Wisconsin
$212K – – –
RWM
980
Ritholtz Wealth Management
New York
$212K +$20K +140 +10%
LCM
981
Laurion Capital Management
New York
$212K +$214K +1,500 New
PM
982
Penbrook Management
New York
$209K – – –
1IA
983
1834 Investment Advisors
Wisconsin
$207K – – –
WSTAM
984
Wilbanks Smith & Thomas Asset Management
Virginia
$206K -$8.85K -62 -4%
BRWM
985
B. Riley Wealth Management
Tennessee
$205K -$7.28K -51 -3%
SWM
986
Segment Wealth Management
Texas
$205K +$207K +1,449 New
PVWM
987
Point View Wealth Management
New Jersey
$203K – – –
SS
988
Simplicity Solutions
Minnesota
$202K -$1.45M -10,136 -88%
IFWM
989
Institute for Wealth Management
Colorado
$202K -$5K -35 -2%
LA
990
Latitude Advisors
Florida
$202K +$204K +1,431 New
FRM
991
Fox Run Management
Connecticut
$201K -$38.4K -269 -16%
NEWAS
992
N.E.W. Advisory Services
Wisconsin
$201K +$143 +1 +0.1%
NHC
993
Nicholas Hoffman & Company
Georgia
$201K +$5.28K +37 +3%
ETI
994
Enterprise Trust & Investment
California
$200K – – –
RRWA
995
Rainey & Randall Wealth Advisors
Florida
$200K – – –
AIM
996
Aigen Investment Management
New York
$200K +$202K +1,416 New
PCM
997
Penserra Capital Management
California
$199K -$41.2K -289 -17%
BCA
998
Berman Capital Advisors
Georgia
$193K +$3.14K +22 +2%
EI
999
Ellevest Inc
New York
$192K +$33.7K +236 +21%
RPWA
1000
Regent Peak Wealth Advisors
Georgia
$192K +$194K +1,359 New
38 39
40
41 42