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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
876
Clarius Group LLC
Washington
$905K +$32.7K +278 +4%
CAAS
877
Capital Asset Advisory Services
Michigan
$902K +$137K +1,164 +20%
MGIA
878
Moneta Group Investment Advisors
Missouri
$900K +$270K +2,292 +47%
MPM
879
Meritage Portfolio Management
Kansas
$895K -$942 -8 -0.1%
EH
880
Equitable Holdings
New York
$893K -$89K -756 -10%
V
881
VeraBank
Texas
$890K -$8.83K -75 -1%
ATPW
882
Ashton Thomas Private Wealth
Arizona
$889K +$830K +7,048 New
SHGA
883
Sand Hill Global Advisors
California
$881K – – –
NB
884
Nicolet Bankshares
Wisconsin
$870K -$2K -17 -0.2%
CC
885
Centiva Capital
New York
$869K +$811K +6,891 New
MFS
886
Mirabella Financial Services
United Kingdom
$866K +$518K +4,403 +179%
IFWM
887
Institute for Wealth Management
Colorado
$865K -$16.7K -142 -2%
FI
888
Financial Insights
Washington
$863K -$77.6K -659 -9%
LA
889
Legacy Advisors
Pennsylvania
$861K +$804K +6,826 New
WB
890
WesBanco Bank
West Virginia
$857K – – –
BIM
891
Bridges Investment Management
Nebraska
$855K -$1.88M -16,000 -70%
SIA
892
Schechter Investment Advisors
Michigan
$849K -$7.77K -66 -1%
MMA
893
Miracle Mile Advisors
California
$849K – – –
KPWS
894
Kestra Private Wealth Services
Texas
$845K +$268K +2,276 +51%
CAC
895
Certified Advisory Corp
Florida
$844K +$2.83K +24 +0.4%
TAM
896
Townsend Asset Management
North Carolina
$838K – – –
BCAM
897
Boston Common Asset Management
Massachusetts
$838K -$12.5K -106 -2%
GCM
898
Greenland Capital Management
New York
$836K +$780K +6,625 New
APC
899
Aspire Private Capital
North Carolina
$831K +$23.3K +198 +3%
MWM
900
Meridian Wealth Management
Kentucky
$830K -$25.4K -216 -3%
34 35
36
37 38