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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1051
TrustCore Financial Services
Tennessee
$22K – – –
PO
1052
Private Ocean
California
$21K – – –
NFG
1053
Next Financial Group
Texas
$21K +$2.32K +17 +13%
FPS
1054
Fieldpoint Private Securities
Connecticut
$20K -$6.83K -50 -26%
FHC
1055
First Horizon Corporation
Tennessee
$20K -$2.6K -19 -12%
WCM
1056
Wealthcare Capital Management
Virginia
$18K +$17.6K +129 New
BWA
1057
BDO Wealth Advisors
Florida
$17K -$14.3K -105 -47%
FFA
1058
Freedman Financial Associates
Massachusetts
$17K – – –
MHR
1059
Matthew Hamilton Rosenberg
$17K – – –
BFC
1060
Bedel Financial Consulting
Indiana
$17K +$16.8K +123 New
HWM
1061
HighMark Wealth Management
Minnesota
$16K +$2.6K +19 +20%
FMP
1062
Financial Management Professionals
Texas
$15K +$1.77K +13 +14%
RA
1063
Resolute Advisors
California
$15K +$24.3K +178 New
SWM
1064
Selective Wealth Management
Virginia
$14K – – –
TF
1065
Tompkins Financial
New York
$14K – – –
BAM
1066
Bellevue Asset Management
Washington
$14K +$13.2K +97 New
Q
1067
QVR
California
$14K +$13.8K +101 New
ADL
1068
Asset Dedication LLC
California
$13K – – –
SPWG
1069
Sage Private Wealth Group
Illinois
$13K – – –
FRA
1070
Front Row Advisors
California
$13K +$12.2K +89 New
CQS
1071
Credential Qtrade Securities
$12.2K – – –
OC
1072
Oakworth Capital
Alabama
$12K – – –
RFA
1073
Reilly Financial Advisors
California
$12K +$11.3K +83 New
RIM
1074
Rockbridge Investment Management
New York
$11K -$2.32K -17 -18%
AWA
1075
Arkadios Wealth Advisors
Georgia
$11K – – –
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