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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
V
851
VeraBank
Texas
$740K – – –
MWM
852
Mission Wealth Management
California
$740K +$23.7K +229 +3%
AA
853
Addison Advisors
Vermont
$740K +$421K +4,072 +133%
TAM
854
Townsend Asset Management
North Carolina
$731K -$4.03K -39 -0.6%
SS
855
Simplicity Solutions
Minnesota
$728K +$329K +3,186 +83%
AC
856
ASB Consultores
Florida
$726K +$723K +6,994 New
JF
857
Jump Financial
Illinois
$724K +$722K +6,982 New
BOS
858
Bank of Stockton
California
$716K -$2.69K -26 -0.4%
GAM
859
Gotham Asset Management
New York
$714K -$5.04M -48,697 -88%
OFS
860
Orrstown Financial Services
Pennsylvania
$714K -$17K -164 -2%
AAM
861
Aureus Asset Management
Massachusetts
$714K +$5.17K +50 +0.7%
CAAS
862
Capital Asset Advisory Services
Michigan
$709K +$243K +2,353 +53%
AL
863
ACAS LLC
California
$706K – – –
PM
864
Penbrook Management
New York
$705K -$51.7K -500 -7%
ANRIA
865
American National Registered Investment Advisor
Texas
$705K -$207 -2 -0%
VC
866
Veracity Capital
Georgia
$704K +$441K +4,262 +169%
EWS
867
Evergreen Wealth Solutions
Pennsylvania
$697K +$695K +6,720 New
HI
868
Harbour Investments
Wisconsin
$696K -$914K -8,839 -57%
TFS
869
Thoroughbred Financial Services
Tennessee
$696K -$868K -8,394 -56%
WB
870
WesBanco Bank
West Virginia
$695K -$31K -300 -4%
GCIA
871
Gabelli & Co Investment Advisers
New York
$694K +$473K +4,577 +217%
CAC
872
Certified Advisory Corp
Florida
$690K -$18.5K -179 -3%
OWP
873
Obermeyer Wealth Partners
Colorado
$687K – – –
KWM
874
Kingsview Wealth Management
Oregon
$686K -$207K -2,000 -23%
IFWM
875
Institute for Wealth Management
Colorado
$684K +$12.6K +122 +2%
33 34
35
36 37