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Fidelity National Information Services

Name Holding Trade Value Shares
Change
Change in
Stake
NC
1051
NewSquare Capital
Pennsylvania
$1.61K +$1.72K +20 New
TFM
1052
TFC Financial Management
Massachusetts
$1.45K – – –
BFPW
1053
BOK Financial Private Wealth
Colorado
$1.45K +$1.55K +18 New
HWA
1054
HHM Wealth Advisors
Tennessee
$1.45K +$1.55K +18 New
AIC
1055
Archer Investment Corporation
Indiana
$1.21K – – –
CAC
1056
Core Alternative Capital
Georgia
$1.21K – – –
RAM
1057
Riggs Asset Management
Pennsylvania
$1.13K – – –
WW
1058
Winnow Wealth
Texas
$1K +$1.12K +13 New
TFA
1059
Transamerica Financial Advisors
Florida
$1K – – –
CI
1060
Clal Insurance
Israel
$1K +$1.03K +12 New
PIS
1061
POM Investment Strategies
North Carolina
$969 – – –
CSWM
1062
Cassady Schiller Wealth Management
Ohio
$969 +$1.03K +12 New
PWA
1063
Principia Wealth Advisory
Texas
$969 +$1.03K +12 New
MAS
1064
MPWM Advisory Solutions
Georgia
$888 +$947 +11 New
RTC
1065
Riverview Trust Company
Washington
$727 – – –
VHAM
1066
Van Hulzen Asset Management
California
$727 +$775 +9 New
NL
1067
NVWM LLC
Pennsylvania
$646 – – –
CAWM
1068
Capital A Wealth Management
Pennsylvania
$646 +$689 +8 New
T
1069
Transce3nd
Texas
$565 +$603 +7 New
PWM
1070
Parkworth Wealth Management
California
$485 +$517 +6 New
ACA
1071
Atlas Capital Advisors
Wyoming
$484 – – –
WA
1072
WestEnd Advisors
North Carolina
$404 +$86 +1 +25%
Parallax Volatility Advisers
1073
Parallax Volatility Advisers
California
$323 +$344 +4 New
SWA
1074
SOA Wealth Advisors
New York
$264 – – –
HFM
1075
Hartford Financial Management
Connecticut
$162 – – –