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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
801
Dakota Wealth Management
Florida
$2.55M -$311K -1,422 -11%
FFO
802
Fiduciary Family Office
Florida
$2.55M +$2.53M +11,536 New
JCM
803
Jacobi Capital Management
Pennsylvania
$2.51M +$59.8K +273 +2%
AI
804
Arvest Investments
Arkansas
$2.5M -$33.9K -155 -1%
EH
805
Equitable Holdings
New York
$2.48M +$508K +2,322 +26%
CIC
806
Chilton Investment Company
Connecticut
$2.47M -$60.6K -277 -2%
AWC
807
Abundance Wealth Counselors
Pennsylvania
$2.45M +$40.5K +185 +2%
KIA
808
Knollwood Investment Advisory
Maryland
$2.44M – – –
AB
809
ANB Bank
Colorado
$2.44M -$16.4K -75 -0.7%
SWMG
810
Signature Wealth Management Group
Georgia
$2.43M -$91.7K -419 -4%
BJL
811
Brighton Jones LLC
Washington
$2.43M +$1.48M +6,761 +159%
MSFS
812
Main Street Financial Solutions
Pennsylvania
$2.41M +$15.5K +71 +0.7%
VA
813
VestGen Advisors
Illinois
$2.41M +$2.39M +10,922 New
BS
814
Banco Santander
Spain
$2.4M +$2.38M +10,855 New
AHC
815
Anderson Hoagland & Co
Missouri
$2.39M -$2.06M -9,421 -44%
FHA
816
First Horizon Advisors
Tennessee
$2.39M -$215K -980 -8%
AF
817
Aviso Financial
Ontario, Canada
$2.38M -$460K -2,099 -16%
CAG
818
Cypress Advisory Group
Arizona
$2.38M – – –
BF
819
BOK Financial
Oklahoma
$2.38M -$5.47K -25 -0.2%
RVM
820
Robinson Value Management
Texas
$2.38M -$1.57M -7,189 -40%
AF
821
Advisornet Financial
Minnesota
$2.37M +$1.75K +8 +0.1%
TCA
822
Transcend Capital Advisors
New Jersey
$2.36M +$883K +4,033 +61%
GLA
823
Great Lakes Advisors
Illinois
$2.35M -$40.3K -184 -2%
IIA
824
ICW Investment Advisors
Arizona
$2.35M +$16.9K +77 +0.7%
DSC
825
Duncker Streett & Co
Missouri
$2.32M -$80.3K -367 -3%
31 32
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