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Fidelity National Financial
FNF

Name Holding Trade Value Shares
Change 		Change in
Stake
LIS
626
Legacy Investment Solutions
Idaho
$15.2K +$15.8K +271 New
ITIM
627
Indiana Trust & Investment Management
Indiana
$14.7K – – –
PGAM
628
Princeton Global Asset Management
New Jersey
$14.6K – – –
RF
629
Rossby Financial
Florida
$14.3K -$42.8K -732 -74%
CPG
630
Cornerstone Planning Group
New Jersey
$13.7K -$4.5K -77 -25%
MCA
631
Maryland Capital Advisors
Maryland
$13.6K +$14.2K +243 New
SL
632
Salomon & Ludwin
Virginia
$13.5K +$13.7K +235 New
DSC
633
Duncker Streett & Co
Missouri
$12.1K – – –
FMII
634
Farmers & Merchants Investments Inc
Nebraska
$11.7K +$1.87K +32 +18%
S
635
SignatureFD
Georgia
$11.7K -$2.87K -49 -19%
BL
636
BFSG LLC
California
$11.5K +$3.92K +67 +48%
FWA
637
Flagship Wealth Advisors
Massachusetts
$11K – – –
TIM
638
Thompson Investment Management
Wisconsin
$10.4K -$10K -171 -48%
TPWA
639
Twin Peaks Wealth Advisors
California
$10.2K +$9.94K +170 New
CAL
640
Capital Advisors Ltd
Ohio
$10K – – –
BGAI
641
Bruce G. Allen Investments
Colorado
$9.87K – – –
RWS
642
Retirement Wealth Solutions
Wisconsin
$9.73K – – –
AGWCA
643
Annis Gardner Whiting Capital Advisors
Florida
$9.47K +$9.88K +169 New
BWL
644
Bogart Wealth LLC
Virginia
$9.41K +$9.36K +160 +2,000%
TSMHT
645
Thurston Springer Miller Herd & Titak
Indiana
$8.3K +$8.65K +148 New
FFO
646
Fortitude Family Office
Arizona
$8.19K +$643 +11 +8%
Q1WB
647
Quest 10 Wealth Builders
Virginia
$8.13K – – –
CFD
648
Creative Financial Designs
Indiana
$8.02K – – –
OSNBOA
649
Old Second National Bank of Aurora
Illinois
$7.74K – – –
PSFG
650
Park Square Financial Group
Georgia
$7.01K – – –
24 25
26
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