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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1001
Raffa Wealth Management
District of Columbia
$7.11K +$3.01K +35 +66%
NRG
1002
Nemes Rush Group
Michigan
$7.11K +$7.58K +88 New
LWCFA
1003
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.06K – – –
CAL
1004
Capital Advisors Ltd
Ohio
$7K – – –
MWA
1005
Medallion Wealth Advisors
Connecticut
$6.87K +$7.92K +92 New
WBC
1006
West Branch Capital
Massachusetts
$6.87K – – –
MFG
1007
Menard Financial Group
Texas
$6.62K +$7.06K +82 New
FFO
1008
Fortitude Family Office
Arizona
$6.46K – – –
KWAG
1009
Kiely Wealth Advisory Group
North Carolina
$6.37K – – –
S
1010
Sachetta
Massachusetts
$6.22K -$3.27K -38 -33%
GA
1011
GoalVest Advisory
New York
$6.22K +$6.63K +77 New
TC
1012
Truvestments Capital
Florida
$6.06K – – –
SO
1013
Sierra Ocean
California
$6.06K +$6.46K +75 New
VWM
1014
Vermillion Wealth Management
Minnesota
$5.68K +$6.03K +70 New
DCM
1015
Davis Capital Management
Florida
$5.49K – – –
PCTC
1016
Perkins Coie Trust Company
Washington
$5.25K – – –
FPF
1017
First Pacific Financial
Washington
$5.09K +$5.42K +63 New
FFA
1018
Frazier Financial Advisors
Ohio
$5.08K – – –
AGWCA
1019
Annis Gardner Whiting Capital Advisors
Florida
$4.85K -$258 -3 -5%
HI
1020
Hoey Investments
Pennsylvania
$4.6K – – –
WA
1021
Whipplewood Advisors
Colorado
$4.44K +$4.74K +55 New
MSWM
1022
Mowery & Schoenfeld Wealth Management
Illinois
$4.36K +$4.65K +54 New
CPG
1023
Cornerstone Planning Group
New Jersey
$4.14K +$431 +5 +11%
HNW
1024
High Note Wealth
Minnesota
$4.12K +$4.39K +51 New
PC
1025
Promus Capital
Illinois
$4.12K +$4.39K +51 New
39 40
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