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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1001
Chesapeake Wealth Management
Virginia
$567K -$55.7K -452 -8%
CW
1002
CreativeOne Wealth
Kansas
$562K -$302K -2,450 -33%
PWP
1003
Principle Wealth Partners
Connecticut
$561K – – –
BBA
1004
Baader Bank Aktiengesellschaft
Germany
$558K +$611K +4,961 New
EIP
1005
Ellis Investment Partners
Pennsylvania
$557K – – –
LFAS
1006
Level Four Advisory Services
Texas
$555K +$201K +1,635 +50%
MA
1007
Mutual Advisors
Nebraska
$554K -$124K -1,008 -17%
FIM
1008
Freedom Investment Management
Connecticut
$551K -$122K -990 -17%
CG
1009
Cutler Group
California
$548K -$1.29M -10,452 -68%
ECM
1010
Evergreen Capital Management
Washington
$545K -$27K -219 -4%
WAG
1011
Wallace Advisory Group
California
$543K -$25.6K -208 -5%
PCMC
1012
Paragon Capital Management (Colorado)
Colorado
$542K – – –
UW
1013
Unique Wealth
Florida
$536K +$348K +2,824 +147%
OC
1014
Oppenheimer & Co
New York
$534K -$3.69K -30 -0.6%
SPC
1015
Sigma Planning Corp
Michigan
$529K +$577K +4,682 New
RGC
1016
Roberts, Glore & Co
Illinois
$527K – – –
PFGIA
1017
Patriot Financial Group Insurance Agency
Massachusetts
$526K +$71.2K +578 +14%
1SB
1018
1ST Source Bank
Indiana
$526K +$9.85K +80 +2%
BFM
1019
Boothbay Fund Management
New York
$526K +$573K +4,653 New
CIG
1020
Cascade Investment Group
Colorado
$524K +$2.96K +24 +0.5%
CIA
1021
Capital Investment Advisors
Georgia
$523K -$83.4K -677 -13%
VIM
1022
Vista Investment Management
Pennsylvania
$522K -$37.8K -307 -6%
DJSG
1023
D.J. St. Germain
Massachusetts
$522K -$2.09K -17 -0.4%
EWS
1024
Evergreen Wealth Solutions
Pennsylvania
$521K -$23.2K -188 -4%
GAG
1025
GM Advisory Group
New York
$521K – – –
39 40
41
42 43