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Fidelity National Information Services
FIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1101
Ellis Investment Partners
Pennsylvania
$5K – – –
IRC
1102
Investors Research Corp
Georgia
$5K – – –
SWM
1103
Selective Wealth Management
Virginia
$5K – – –
WCG
1104
Weaver Consulting Group
California
$5K – – –
TAIM
1105
TD Ameritrade Investment Management
Nebraska
$5K +$3.89K +29 +725%
SMFS
1106
Squar Milner Financial Services
California
$5K +$4.96K +37 New
1NWS
1107
1 North Wealth Services
Maryland
$4K – – –
LF
1108
Lee Financial
Texas
$4K – – –
WLPWM
1109
Walled Lake Planning & Wealth Management
Illinois
$4K +$3.75K +28 New
HWM
1110
Howard Wealth Management
Connecticut
$4K +$4.42K +33 New
HWA
1111
Heritage Wealth Advisors
Virginia
$3.34K +$3.22K +24 New
JIR
1112
James Investment Research
Ohio
$3K – – –
MCM
1113
MV Capital Management
Maryland
$3K – – –
JWBC
1114
John W. Brooker & Co
California
$3K +$2.55K +19 New
AS
1115
Altshuler Shaham
Israel
$3K +$2.68K +20 +500%
FPFS
1116
First Personal Financial Services
North Carolina
$2K -$18.2K -136 -89%
HGWM
1117
Harvest Group Wealth Management
Massachusetts
$2K – – –
TIM
1118
Tortoise Investment Management
New York
$2K – – –
PFGIA
1119
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$536 +4 +36%
LWM
1120
Lionsbridge Wealth Management
Florida
$2K +$2.01K +15 New
IWA
1121
Intercontinental Wealth Advisors
Texas
$1K -$2.15K -16 -62%
EI
1122
Ellevest Inc
New York
$1K – – –
GI
1123
Gradient Investments
Minnesota
$1K – – –
SIS
1124
Sound Income Strategies
Florida
$1K – – –
AWM
1125
Atticus Wealth Management
Florida
$1K +$939 +7 New
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