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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
S
976
Sachetta
Massachusetts
$9.63K – – –
EWP
977
Elevation Wealth Partners
California
$9.3K -$3.87K -49 -31%
BC
978
Barrett & Company
Rhode Island
$9.09K +$79 +1 +0.9%
FMP
979
Financial Management Professionals
Texas
$9K +$1.34K +17 +18%
SWM
980
Spire Wealth Management
Virginia
$8.88K -$5.92K -75 -41%
BHWM
981
Beaird Harris Wealth Management
Texas
$8.88K – – –
CI
982
Cordant Inc
Oregon
$8.29K – – –
RTL
983
Red Tortoise LLC
Georgia
$8.23K – – –
NBT
984
Northwest Bank & Trust
Iowa
$8.21K – – –
AWM
985
Abound Wealth Management
Tennessee
$8.13K +$1.5K +19 +24%
CFO
986
CVA Family Office
Colorado
$8.12K +$3.47K +44 +83%
DJSG
987
D.J. St. Germain
Massachusetts
$8.04K – – –
AW
988
Avion Wealth
Texas
$8K -$79 -1 -1%
CMP
989
Coston McIsaac & Partners
Maine
$8K +$79 +1 +1%
LWCFA
990
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.86K -$869 -11 -11%
CJH
991
Christopher J. Hasenberg
Wisconsin
$7.65K – – –
TC
992
Trust Company
Kansas
$7.45K -$35.4K -448 -83%
WBC
993
West Branch Capital
Massachusetts
$7.12K – – –
CAL
994
Capital Advisors Ltd
Ohio
$7K +$947 +12 +16%
WWP
995
WR Wealth Planners
Missouri
$6.87K – – –
KWAG
996
Kiely Wealth Advisory Group
North Carolina
$6.77K – – –
AF
997
Aviso Financial
Ontario, Canada
$6.7K – – –
FFO
998
Fortitude Family Office
Arizona
$6.7K – – –
RCM
999
Raleigh Capital Management
North Carolina
$6.7K – – –
TC
1000
Truvestments Capital
Florida
$6.28K +$5.92K +75 New
38 39
40
41 42