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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
801
Thoroughbred Financial Services
Tennessee
$1.14M +$139K +1,181 +15%
DEA
802
DoubleLine ETF Adviser
Florida
$1.13M +$218K +1,850 +26%
WWM
803
WT Wealth Management
Arizona
$1.13M +$50.9K +432 +5%
IIA
804
ICW Investment Advisors
Arizona
$1.12M +$25.8K +219 +3%
WI
805
Wahed Invest
New York
$1.12M +$158K +1,340 +18%
FFN
806
Focus Financial Network
Minnesota
$1.12M -$112K -950 -10%
SAM
807
Seelaus Asset Management
New Jersey
$1.12M -$131K -1,117 -11%
KFI
808
Key Financial Inc
Pennsylvania
$1.11M +$8.83K +75 +0.9%
CCM
809
Coldstream Capital Management
Washington
$1.11M +$33.3K +283 +3%
SC
810
Scotia Capital
Ontario, Canada
$1.11M -$443K -3,766 -30%
WF
811
Wayfinding Financial
Washington
$1.1M +$5.89K +50 +0.6%
HI
812
Horizon Investments
North Carolina
$1.1M -$132K -1,125 -11%
FCH
813
Freestone Capital Holdings
Washington
$1.1M +$124K +1,057 +14%
EW
814
Evoke Wealth
California
$1.1M -$2.72M -23,118 -73%
RFN
815
RDA Financial Network
Iowa
$1.1M +$50.5K +429 +5%
PCH
816
PGIM Custom Harvest
New Jersey
$1.09M -$1.06K -9 -0.1%
SW
817
SMART Wealth
Nebraska
$1.09M – – –
IDA
818
Intelligence Driven Advisers
California
$1.09M – – –
JIC
819
Johnson Investment Counsel
Ohio
$1.08M +$132K +1,118 +15%
BBWP
820
Beacon Bridge Wealth Partners
Pennsylvania
$1.08M – – –
GC
821
Grimes & Company
Massachusetts
$1.08M -$1.29K -11 -0.1%
MCM
822
Mitchell Capital Management
Kansas
$1.08M – – –
BFEC
823
Benjamin F. Edwards & Company
Missouri
$1.07M +$15.4K +131 +2%
GIP
824
Granite Investment Partners
California
$1.06M – – –
GC
825
Gould Capital
Washington
$1.06M -$49K -416 -5%
31 32
33
34 35