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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
951
HBK Sorce Advisory
Pennsylvania
$326K -$142K -1,702 -24%
QI
952
Qtron Investments
Massachusetts
$324K -$339K -4,050 -46%
SWM
953
Spire Wealth Management
Virginia
$324K -$71.9K -859 -15%
AIP
954
Ameritas Investment Partners
Nebraska
$323K -$11.8K -141 -3%
CICI
955
Capital Investment Counsel Inc
North Carolina
$323K +$402K +4,805 New
MYAM
956
Meiji Yasuda Asset Management
Japan
$323K -$1.76M -21,007 -81%
PAW
957
Plan A Wealth
Nebraska
$321K +$36.4K +435 +10%
SIG
958
Sargent Investment Group
Maryland
$319K +$398K +4,750 New
CAC
959
Certified Advisory Corp
Florida
$319K -$15.4K -184 -4%
EI
960
EFG International
$317K +$395K +4,722 New
RWM
961
Ritholtz Wealth Management
New York
$317K -$313K -3,739 -44%
MCWS
962
McKinley Carter Wealth Services
West Virginia
$313K -$3.55M -42,439 -90%
MYIA
963
Mount Yale Investment Advisors
Colorado
$311K -$212K -2,537 -35%
VAS
964
Vestmark Advisory Solutions
Massachusetts
$311K +$253K +3,025 +189%
MFF
965
Michels Family Financial
Texas
$310K +$109K +1,299 +39%
DAS
966
Dynamic Advisor Solutions
Arizona
$310K -$112K -1,338 -22%
SIA
967
Soltis Investment Advisors
Utah
$310K -$113K -1,349 -23%
VA
968
VestGen Advisors
Illinois
$309K -$356K -4,253 -48%
HCM
969
Howard Capital Management
Georgia
$308K +$1.93K +23 +0.5%
BPA
970
Beacon Pointe Advisors
California
$308K +$33.1K +395 +9%
GDP
971
Great Diamond Partners
Maine
$307K -$222K -2,646 -37%
JAG
972
Journey Advisory Group
Kentucky
$307K – – –
JC
973
JBGlobal.com
New York
$307K +$383K +4,571 New
AA
974
Advisory Alpha
Michigan
$304K +$104K +1,248 +38%
BFM
975
Boothbay Fund Management
New York
$302K -$193K -2,309 -34%
37 38
39
40 41