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Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1001
AssetMark Inc
California
$63K +$16.5K +111 +33%
JWM
1002
Janiczek Wealth Management
Colorado
$63K +$24.4K +164 +59%
SIS
1003
Sound Income Strategies
Florida
$62K +$7.28K +49 +13%
CWP
1004
Concord Wealth Partners
Virginia
$55K -$7.43K -50 -11%
PCTC
1005
Perkins Coie Trust Company
Washington
$54K -$23.2K -156 -29%
TI
1006
tru Independence
Oregon
$54K +$56.7K +382 New
CCA
1007
Column Capital Advisors
Indiana
$51K
RTC
1008
Riverview Trust Company
Washington
$51K
BG
1009
Bollard Group
Massachusetts
$50K +$149 +1 +0.3%
TFIPS
1010
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.2K +$20.8K +140 +70%
AWM
1011
AllSquare Wealth Management
New York
$48K +$12.6K +85 +34%
EBA
1012
Eagle Bay Advisors
New York
$45K +$45.6K +307 New
FP
1013
Financial Perspectives
Minnesota
$44.2K
BWM
1014
BerganKDV Wealth Management
Minnesota
$44K
CHC
1015
City Holding Co
West Virginia
$44K
MWC
1016
MBM Wealth Consultants
Missouri
$44K
TFS
1017
TrustCore Financial Services
Tennessee
$44K +$23K +155 +101%
KPCM
1018
Kings Point Capital Management
New York
$43K
FBT
1019
First Bank & Trust
South Dakota
$42K
JWA
1020
JFS Wealth Advisors
Pennsylvania
$42K
VCM
1021
Versant Capital Management
Arizona
$41K -$1.49K -10 -3%
NL
1022
NVWM LLC
Pennsylvania
$41K
WWM
1023
Wolff Wiese Magana
California
$41K +$2.38K +16 +6%
EARNEST Partners
1024
EARNEST Partners
Georgia
$40K
PWA
1025
Phoenix Wealth Advisors
North Carolina
$39K