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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
726
Citizens Financial Group
Rhode Island
$720K -$392K -4,681 -30%
IBOK
727
Independence Bank of Kentucky
Kentucky
$719K -$203K -2,428 -18%
KCM
728
Kendall Capital Management
Maryland
$717K -$352K -4,205 -28%
EHWM
729
Eads & Heald Wealth Management
Georgia
$715K -$243K -2,908 -21%
PWM
730
Power Wealth Management
Georgia
$712K +$680K +8,128 +329%
WCM
731
Wisconsin Capital Management
Wisconsin
$712K -$1.6M -19,106 -64%
VI
732
Vestcor Inc
New Brunswick, Canada
$709K -$1.67M -20,000 -65%
CF
733
Convergence Financial
Missouri
$708K +$155K +1,851 +21%
FMWA
734
Forvis Mazars Wealth Advisors
Missouri
$708K -$897K -10,711 -50%
SC
735
SummitTX Capital
Texas
$706K +$880K +10,515 New
JFGIW
736
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$704K -$252K -3,014 -22%
WANY
737
Wealthspire Advisors (New York)
New York
$699K -$648K -7,742 -43%
BWG
738
Boomfish Wealth Group
Georgia
$697K – – –
AF
739
Advisornet Financial
Minnesota
$697K -$34.4K -411 -4%
MWM
740
Mission Wealth Management
California
$696K +$62.4K +745 +8%
TAM
741
Tocqueville Asset Management
New York
$694K -$5.84M -69,806 -87%
IRP
742
Investment Research Partners
Pennsylvania
$684K -$8.96K -107 -1%
PCIA
743
Prime Capital Investment Advisors
Kansas
$680K -$1.36M -16,202 -62%
LRPA
744
L. Roy Papp & Associates
Arizona
$673K -$6.22M -74,345 -88%
MAM
745
Monaco Asset Management
Monaco
$672K +$837K +10,000 New
MC
746
Moors & Cabot
Massachusetts
$670K -$890K -10,634 -52%
TE
747
Tema ETFs
New York
$669K +$77.6K +927 +10%
UB
748
UMB Bank
Missouri
$660K -$49.3K -589 -6%
AWC
749
Abundance Wealth Counselors
Pennsylvania
$658K -$129K -1,537 -14%
MWM
750
Moran Wealth Management
Florida
$656K +$818K +9,771 New
28 29
30
31 32