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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
951
Insight Wealth Partners
Texas
$323K – – –
OPA
952
Old Port Advisors
Maine
$323K – – –
WB
953
West Bancorporation
Iowa
$321K +$11.7K +117 +4%
EWM
954
Endurance Wealth Management
Rhode Island
$320K +$30K +301 +11%
SFO
955
Stokes Family Office
Louisiana
$320K +$309K +3,101 New
GLA
956
Great Lakes Advisors
Illinois
$319K -$308K -3,097 -50%
ER
957
Enlightenment Research
Florida
$319K +$309K +3,100 New
CW
958
CreativeOne Wealth
Kansas
$319K +$309K +3,103 New
FNFDCM
959
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$318K – – –
KA
960
Kovack Advisors
Florida
$313K -$7.77K -78 -3%
BWM
961
Baystate Wealth Management
Massachusetts
$313K – – –
MGIA
962
Moneta Group Investment Advisors
Missouri
$311K -$182K -1,827 -38%
WF
963
WoodTrust Financial
Wisconsin
$310K -$37.3K -375 -11%
MIH
964
Meitav Investment House
Israel
$309K -$94.5K -949 -24%
PCM
965
Pinz Capital Management
New York
$309K +$299K +3,000 New
VCP
966
Vista Capital Partners
Oregon
$309K +$299K +3,000 New
BWCS
967
Beirne Wealth Consulting Services
Connecticut
$307K +$4.18K +42 +1%
BFEC
968
Benjamin F. Edwards & Company
Missouri
$306K -$54K -542 -15%
FSC
969
Full Sail Capital
Oklahoma
$305K -$202K -2,033 -41%
HFG
970
Heron Financial Group
New York
$304K +$6.08K +61 +2%
AF
971
Arrow Financial
New York
$301K -$19.9K -200 -6%
LIM
972
Leavell Investment Management
Alabama
$301K – – –
HS
973
Haafor (Singapore)
Singapore
$300K +$65.9K +662 +30%
WJWM
974
Williams Jones Wealth Management
New York
$298K -$75.2K -755 -21%
CF
975
Centaurus Financial
California
$297K -$14.2K -143 -5%
37 38
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40 41