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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
951
Forum Financial Management
Illinois
$529K -$177K -1,780 -25%
BA
952
Bridge Advisory
California
$526K – – –
RF
953
Rollins Financial
Georgia
$523K +$515K +5,176 New
HH
954
Hilltop Holdings
Texas
$521K -$31.3K -314 -6%
CA
955
Crumly & Associates
Illinois
$521K +$79.5K +798 +18%
PWP
956
Principle Wealth Partners
Connecticut
$518K +$22.4K +225 +5%
MS
957
Maven Securities
Jersey
$518K -$573K -5,749 -53%
OL
958
Optas LLC
Texas
$517K +$18.9K +190 +4%
CC
959
Copperleaf Capital
North Carolina
$516K -$41.6K -418 -8%
JMFC
960
J.M. Forbes & Co
Massachusetts
$515K – – –
FFA
961
First Foundation Advisors
California
$513K -$361K -3,622 -42%
NP
962
NorthRock Partners
Minnesota
$512K +$122K +1,224 +32%
APP
963
Avantax Planning Partners
Iowa
$505K +$498K +4,997 New
GIM
964
Goelzer Investment Management
Indiana
$504K -$179K -1,800 -27%
AG
965
AIA Group
Hong Kong
$501K -$284K -2,851 -37%
OC
966
Oppenheimer & Co
New York
$500K +$33.8K +339 +7%
RGC
967
Roberts, Glore & Co
Illinois
$499K – – –
AWM
968
Apollon Wealth Management
South Carolina
$495K +$39.1K +393 +9%
QCM
969
Qsemble Capital Management
New York
$495K +$488K +4,900 New
VIM
970
Vista Investment Management
Pennsylvania
$494K +$12.8K +129 +3%
EIP
971
Ellis Investment Partners
Pennsylvania
$493K – – –
TCM
972
Tributary Capital Management
Nebraska
$493K -$7.47K -75 -2%
MAM
973
Mystic Asset Management
Rhode Island
$492K +$5.98K +60 +1%
FIM
974
Freedom Investment Management
Connecticut
$491K -$17.7K -178 -4%
OWA
975
Outlook Wealth Advisors
Texas
$490K +$8.66K +87 +2%
37 38
39
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