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Fidelity National Financial
FNF

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
651
Atlantic Edge Private Wealth Management
Florida
$55.8K – – –
SS
652
Sunbelt Securities
Texas
$53.5K – – –
MA
653
MCF Advisors
Kentucky
$49.9K -$781 -13 -2%
PTC
654
Private Trust Company
Ohio
$48K +$12.4K +206 +39%
C
655
Covestor
United Kingdom
$48K +$9.31K +155 +27%
PA
656
Parallel Advisors
California
$47K -$1.02K -17 -2%
GWSG
657
GPS Wealth Strategies Group
Colorado
$44.6K – – –
SW
658
SVB Wealth
Massachusetts
$41.2K +$38K +633 New
FNWM
659
Financial Network Wealth Management
Utah
$40K +$37.6K +626 New
PK
660
Pflug Koory
Nebraska
$39K – – –
GWP
661
Gen-Wealth Partners
Michigan
$38.5K -$5.11K -85 -13%
DMBA
662
Deseret Mutual Benefit Administrators
Utah
$38.3K – – –
WBC
663
Westpac Banking Corp
Australia
$37.9K -$37.9K -630 -52%
SIM
664
Synergy Investment Management
Florida
$36.4K +$33.6K +559 New
MG
665
Mather Group
Illinois
$36.1K -$1.08K -18 -3%
RMP
666
Richards, Merrill & Peterson
Washington
$35.9K – – –
LS
667
Livforsakringsbolaget Skandia
Sweden
$34.9K – – –
CAL
668
Capital Analysts LLC
Pennsylvania
$34K +$240 +4 +0.8%
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$33.1K +$5.23K +87 +21%
OWA
670
Opal Wealth Advisors
New York
$32.4K +$29.9K +498 New
RA
671
Rise Advisors
New York
$32K +$29.5K +491 New
LFG
672
Larson Financial Group
Missouri
$31.7K -$8.89K -148 -23%
CSPIA
673
Cary Street Partners Investment Advisory
Virginia
$30.5K +$12.5K +208 +80%
SRCM
674
Signature Resources Capital Management
California
$30.2K – – –
HWM
675
Hemington Wealth Management
Virginia
$30K +$5.65K +94 +26%
25 26
27
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