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Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1001
Darwin Wealth Management
Florida
$2.87K – – –
AF
1002
Advisornet Financial
Minnesota
$2.77K +$78 +1 +3%
CT
1003
Clearstead Trust
Maine
$2.61K +$2.49K +32 New
JFG
1004
JDM Financial Group
Texas
$2.44K – – –
NFSG
1005
Newbridge Financial Services Group
Florida
$2.44K +$2.33K +30 New
BCMLT
1006
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.37K – – –
PPC
1007
Park Place Capital
Alabama
$2.31K – – –
BHWM
1008
Bay Harbor Wealth Management
Maryland
$2.04K +$934 +12 +92%
SIC
1009
SJS Investment Consulting
Ohio
$1.87K -$934 -12 -34%
PWA
1010
Principia Wealth Advisory
Texas
$1.87K +$934 +12 +109%
CIAS
1011
CBIZ Investment Advisory Services
Ohio
$1.87K +$1.25K +16 +229%
TCA
1012
Trifecta Capital Advisors
Illinois
$1.71K – – –
EPW
1013
Evergreen Private Wealth
Colorado
$1.71K +$1.63K +21 New
AFG
1014
Albion Financial Group
Utah
$1.47K – – –
TFM
1015
TFC Financial Management
Massachusetts
$1.47K – – –
HIA
1016
HFM Investment Advisors
New Jersey
$1.47K +$1.01K +13 +260%
TIM
1017
Tortoise Investment Management
New York
$1.3K +$1.25K +16 New
KG
1018
Kilter Group
New York
$1.22K +$1.17K +15 New
CAC
1019
Core Alternative Capital
Georgia
$1.22K – – –
RS
1020
Rakuten Securities
Japan
$1.14K -$11.4K -146 -91%
ACA
1021
American Capital Advisory
Idaho
$1.06K +$1.01K +13 New
BHWM
1022
Beaird Harris Wealth Management
Texas
$1.06K +$1.01K +13 New
PWM
1023
Parkworth Wealth Management
California
$1.06K +$545 +7 +117%
T
1024
Tidemark
California
$982 +$934 +12 New
WA
1025
WestEnd Advisors
North Carolina
$977 -$311 -4 -25%