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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1001
Webster Bank
Connecticut
$63K -$8.33K -60 -10%
RWA
1002
Ropes Wealth Advisors
Massachusetts
$62K – – –
HS
1003
Horan Securities
United States
$61K +$69.4K +500 New
PFO
1004
Pathstone Family Office
New Jersey
$57K +$4.72K +34 +8%
DCM
1005
Davis Capital Management
Florida
$57K +$64.8K +467 New
TWA
1006
TCI Wealth Advisors
Arizona
$54K -$25.8K -186 -30%
TIM
1007
Thornburg Investment Management
New Mexico
$50K -$34.1M -245,536 -100%
O
1008
Ossiam
France
$48K -$95.5K -688 -64%
AP
1009
Arlington Partners
Alabama
$47K +$5.42K +39 +11%
SLF
1010
Sun Life Financial
Ontario, Canada
$45K +$1.25K +9 +2%
RTC
1011
Riverview Trust Company
Washington
$44K – – –
TFO
1012
Tarbox Family Office
California
$42K +$18.3K +132 +63%
GRP
1013
Global Retirement Partners
California
$42K +$20.3K +146 +74%
BHWM
1014
Bay Harbor Wealth Management
Maryland
$41K +$7.08K +51 +18%
SIS
1015
Sound Income Strategies
Florida
$41K +$45.1K +325 +3,250%
CAC
1016
Certified Advisory Corp
Florida
$40K +$139 +1 +0.3%
SSB
1017
Sandy Spring Bank
Maryland
$40K +$11.5K +83 +34%
AWM
1018
AllSquare Wealth Management
New York
$39K – – –
MWC
1019
MBM Wealth Consultants
Missouri
$38K – – –
CHC
1020
City Holding Co
West Virginia
$38K +$15K +108 +53%
FP
1021
Financial Perspectives
Minnesota
$38K +$24.3K +175 +128%
GFPC
1022
Global Financial Private Client
Florida
$37.9K – – –
WTC
1023
WhitTier Trust Company
Nevada
$37K +$16.7K +120 +66%
KPCM
1024
Kings Point Capital Management
New York
$37K +$21.9K +158 +107%
EWA
1025
Evolution Wealth Advisors
Florida
$37K +$31.4K +226 +276%
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