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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
976
KCS Wealth Advisory
California
$410K – – –
SBIA
977
Sheaff Brock Investment Advisors
Indiana
$410K – – –
LWMM
978
Legacy Wealth Management (Mississippi)
Mississippi
$409K +$445K +4,371 New
CA
979
Crumly & Associates
Illinois
$408K +$2.65K +26 +0.6%
TIA
980
Tiemann Investment Advisors
California
$407K +$6.62K +65 +2%
LC
981
Lindbrook Capital
California
$406K +$16.8K +165 +4%
ECM
982
Evergreen Capital Management
Washington
$405K +$57.7K +566 +15%
OWA
983
Opal Wealth Advisors
New York
$404K +$9.07K +89 +2%
EFL
984
ERn Financial LLC
Wisconsin
$403K -$3.67K -36 -0.8%
CNBTD
985
Citizens National Bank Trust Department
Mississippi
$402K – – –
FHC
986
First Heartland Consultants
Missouri
$401K +$24.1K +236 +6%
FNBTCON
987
First National Bank & Trust Co of Newtown
Pennsylvania
$400K – – –
AP
988
Appleton Partners
Massachusetts
$397K -$24.5K -240 -5%
CIA
989
Citadel Investment Advisory
Ohio
$397K – – –
EWS
990
Evergreen Wealth Solutions
Pennsylvania
$396K -$184K -1,808 -30%
SMC
991
Smith, Moore & Co
Missouri
$396K – – –
DJSG
992
D.J. St. Germain
Massachusetts
$395K – – –
IAA
993
Ironsides Asset Advisors
North Carolina
$395K +$5.61K +55 +1%
H
994
HoyleCohen
California
$394K – – –
JAFL
995
Jay A. Fishman Ltd
Michigan
$391K – – –
SS
996
Simplicity Solutions
Minnesota
$389K +$92.5K +908 +28%
MFG
997
Merit Financial Group
Georgia
$388K +$204 +2 +0%
SIM
998
Sentry Investment Management
Wisconsin
$388K +$9.78K +96 +2%
BC
999
Bartlett & Co
Ohio
$386K +$1.12K +11 +0.3%
BCWM
1000
Bartlett & Co Wealth Management
Ohio
$386K +$1.12K +11 +0.3%