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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1001
AtonRa Partners
Switzerland
$488K -$121K -1,104 -20%
BAM
1002
Belpointe Asset Management
Nevada
$487K -$6.05K -55 -1%
CNBTD
1003
Citizens National Bank Trust Department
Mississippi
$486K – – –
OWA
1004
Opal Wealth Advisors
New York
$485K +$27.5K +250 +6%
AFM
1005
Andesa Financial Management
Pennsylvania
$485K +$334K +3,040 +99%
FNBTCON
1006
First National Bank & Trust Co of Newtown
Pennsylvania
$484K – – –
EI
1007
Ellevest Inc
New York
$483K +$45.1K +410 +11%
EFL
1008
ERn Financial LLC
Wisconsin
$480K -$11K -100 -2%
APP
1009
Avantax Planning Partners
Iowa
$479K -$83.1K -755 -15%
LWMM
1010
Legacy Wealth Management (Mississippi)
Mississippi
$479K – – –
PFGIA
1011
Patriot Financial Group Insurance Agency
Massachusetts
$478K +$86.8K +789 +23%
BFO
1012
Boston Family Office
Massachusetts
$478K -$24.8K -225 -5%
SIM
1013
Sentry Investment Management
Wisconsin
$475K -$5.17K -47 -1%
WCM
1014
Wunderlich Capital Managemnt
Tennessee
$474K +$124K +1,127 +37%
IAA
1015
Ironsides Asset Advisors
North Carolina
$473K – – –
SMC
1016
Smith, Moore & Co
Missouri
$473K -$11K -100 -2%
JAFL
1017
Jay A. Fishman Ltd
Michigan
$472K – – –
GSWM
1018
Greenup Street Wealth Management
Michigan
$472K +$459K +4,175 New
BC
1019
Bartlett & Co
Ohio
$471K -$10.8K -98 -2%
BCWM
1020
Bartlett & Co Wealth Management
Ohio
$471K -$10.8K -98 -2%
AG
1021
AIA Group
Hong Kong
$470K -$87.7K -797 -16%
LFAS
1022
Level Four Advisory Services
Texas
$466K +$454K +4,127 New
Capstone Investment Advisors
1023
Capstone Investment Advisors
New York
$466K -$2.17M -19,732 -83%
CIA
1024
Citadel Investment Advisory
Ohio
$463K – – –
IP
1025
Intellectus Partners
California
$463K – – –