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Fidelity National Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Modern Wealth Management
Kansas
$275K -$7.65K -127 -3%
Bank of Nova Scotia
502
Bank of Nova Scotia
Ontario, Canada
$273K -$464K -7,707 -61%
NI
503
NDVR Inc
Massachusetts
$272K +$32K +532 +12%
HWA
504
Heartwood Wealth Advisors
Virginia
$270K – – –
AWS
505
Atria Wealth Solutions
New York
$267K +$286K +4,750 New
IA
506
Icon Advisers
Colorado
$266K – – –
AAM
507
Augustine Asset Management
Florida
$264K -$27.4K -455 -9%
IPWA
508
International Private Wealth Advisors
California
$263K +$3.55K +59 +1%
RC
509
RBF Capital
California
$261K – – –
SAM
510
Seelaus Asset Management
New Jersey
$259K -$120K -2,000 -30%
LWM
511
Laidlaw Wealth Management
New York
$253K +$272K +4,512 New
HCA
512
Harbour Capital Advisors
Virginia
$253K – – –
WT
513
Whittier Trust
California
$253K – – –
SI
514
Seeds Investor
New York
$250K +$20.6K +342 +8%
USCWA
515
U.S. Capital Wealth Advisors
Texas
$249K +$267K +4,440 New
HMS
516
Hanseatic Management Services
New Mexico
$249K +$15.5K +258 +6%
SC
517
Stephenson & Company
California
$244K – – –
AWE
518
Avidian Wealth Enterprises
Texas
$242K -$58.1K -965 -18%
PCTC
519
Perkins Coie Trust Company
Washington
$241K – – –
CCA
520
Checchi Capital Advisers
California
$239K +$3.43K +57 +1%
PA
521
Probity Advisors
Texas
$238K – – –
EFS
522
Essex Financial Services
Connecticut
$236K +$12.7K +211 +5%
PFS
523
Prospera Financial Services
Texas
$235K -$60 -1 -0%
NPFS
524
Novak & Powell Financial Services
Florida
$234K +$251K +4,174 New
NAS
525
Nicolet Advisory Services
Wisconsin
$233K +$43.2K +717 +20%