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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
AE Wealth Management
Kansas
$522K +$54.1K +875 +10%
MA
702
Mutual Advisors
Nebraska
$521K +$159K +2,573 +38%
SIC
703
SFE Investment Counsel
California
$518K -$1.31M -21,122 -69%
BF
704
BOK Financial
Oklahoma
$516K +$2.17K +35 +0.4%
AAP
705
Arax Advisory Partners
Colorado
$514K +$17.1K +276 +3%
PA
706
Procyon Advisors
Connecticut
$511K +$207K +3,343 +58%
HT
707
Heritage Trust
Oklahoma
$510K -$6.13K -99 -1%
TCIIS
708
TIAA-CREF Individual & Institutional Services
New York
$506K +$561K +9,073 New
CAM
709
Cresset Asset Management
Illinois
$505K -$191K -3,086 -25%
JCM
710
Jacobi Capital Management
Pennsylvania
$503K +$106K +1,708 +23%
AWA
711
Aaron Wealth Advisors
Illinois
$502K -$427K -6,897 -43%
CFG
712
Cooper Financial Group
California
$501K -$3.71K -60 -0.7%
TG
713
TCW Group
California
$498K +$9.71K +157 +2%
EHWM
714
Eads & Heald Wealth Management
Georgia
$497K -$107K -1,734 -16%
CCM
715
Chiron Capital Management
Florida
$497K +$551K +8,902 New
MMA
716
Miracle Mile Advisors
California
$496K +$72.1K +1,166 +15%
LA
717
Legacy Advisors
Pennsylvania
$492K +$9.9K +160 +2%
FMI
718
Factory Mutual Insurance
Massachusetts
$491K – – –
PA
719
Parallel Advisors
California
$490K -$206K -3,327 -27%
EPW
720
Evolve Private Wealth
California
$490K +$543K +8,779 New
KFI
721
Key Financial Inc
Pennsylvania
$489K – – –
JFGIW
722
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$485K -$111K -1,793 -17%
AWM
723
Apollon Wealth Management
South Carolina
$481K +$34K +549 +7%
LCM
724
Lazari Capital Management
California
$477K +$178K +2,880 +51%
APG
725
Abacus Planning Group
South Carolina
$472K -$928 -15 -0.2%
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