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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
1001
Nemes Rush Group
Michigan
$7.11K +$7.58K +88 New
LWCFA
1002
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.06K – – –
CAL
1003
Capital Advisors Ltd
Ohio
$7K – – –
MWA
1004
Medallion Wealth Advisors
Connecticut
$6.87K +$7.92K +92 New
WBC
1005
West Branch Capital
Massachusetts
$6.87K – – –
MFG
1006
Menard Financial Group
Texas
$6.62K +$7.06K +82 New
FFO
1007
Fortitude Family Office
Arizona
$6.46K – – –
KWAG
1008
Kiely Wealth Advisory Group
North Carolina
$6.37K – – –
S
1009
Sachetta
Massachusetts
$6.22K -$3.27K -38 -33%
GA
1010
GoalVest Advisory
New York
$6.22K +$6.63K +77 New
TC
1011
Truvestments Capital
Florida
$6.06K – – –
SO
1012
Sierra Ocean
California
$6.06K +$6.46K +75 New
VWM
1013
Vermillion Wealth Management
Minnesota
$5.68K +$6.03K +70 New
DCM
1014
Davis Capital Management
Florida
$5.49K – – –
PCTC
1015
Perkins Coie Trust Company
Washington
$5.25K – – –
FPF
1016
First Pacific Financial
Washington
$5.09K +$5.42K +63 New
FFA
1017
Frazier Financial Advisors
Ohio
$5.08K – – –
AGWCA
1018
Annis Gardner Whiting Capital Advisors
Florida
$4.85K -$258 -3 -5%
HI
1019
Hoey Investments
Pennsylvania
$4.6K – – –
WA
1020
Whipplewood Advisors
Colorado
$4.44K +$4.74K +55 New
MSWM
1021
Mowery & Schoenfeld Wealth Management
Illinois
$4.36K +$4.65K +54 New
CPG
1022
Cornerstone Planning Group
New Jersey
$4.14K +$431 +5 +11%
HNW
1023
High Note Wealth
Minnesota
$4.12K +$4.39K +51 New
PC
1024
Promus Capital
Illinois
$4.12K +$4.39K +51 New
MAM
1025
Morse Asset Management
Connecticut
$4.04K -$34K -395 -89%
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