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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1026
Boston Family Office
Massachusetts
$532K – – –
LWMM
1027
Legacy Wealth Management (Mississippi)
Mississippi
$531K -$3.65K -31 -0.7%
OIA
1028
Optimum Investment Advisors
Illinois
$530K +$58.9K +500 +14%
JAFL
1029
Jay A. Fishman Ltd
Michigan
$527K – – –
WEG
1030
World Equity Group
Illinois
$524K -$321K -2,723 -40%
IP
1031
Intellectus Partners
California
$517K – – –
NP
1032
NorthRock Partners
Minnesota
$516K -$35.4K -301 -7%
CA
1033
Continuum Advisory
Idaho
$516K +$3.88K +33 +0.8%
FHC
1034
First Heartland Consultants
Missouri
$516K -$353 -3 -0.1%
PFGIA
1035
Patriot Financial Group Insurance Agency
Massachusetts
$515K -$17.3K -147 -3%
KFP
1036
KMG Fiduciary Partners
Ohio
$515K +$480K +4,080 New
SC
1037
Steph & Co
Wisconsin
$514K -$2K -17 -0.4%
LI
1038
Lafayette Investments
Maryland
$514K – – –
WAG
1039
Wallace Advisory Group
California
$510K – – –
CI
1040
CX Institutional
Indiana
$510K +$59.9K +509 +14%
APWM
1041
Argonautica Private Wealth Management
Massachusetts
$508K +$3.88K +33 +0.8%
IAA
1042
Ironsides Asset Advisors
North Carolina
$508K -$18.8K -160 -4%
CC
1043
Copperleaf Capital
North Carolina
$507K -$82.9K -704 -15%
WSFS
1044
Wilmington Savings Fund Society
Delaware
$505K – – –
RC
1045
RBF Capital
California
$505K – – –
VCP
1046
Vista Capital Partners
Oregon
$505K – – –
AMBIA
1047
Allen Mooney & Barnes Investment Advisors
Georgia
$502K – – –
CIA
1048
Citadel Investment Advisory
Ohio
$501K -$14.1K -120 -3%
OLVIG
1049
Oliver Lagore Vanvalin Investment Group
Michigan
$499K +$386K +3,280 +487%
JWM
1050
Jackson Wealth Management
Florida
$496K +$463K +3,933 New
40 41
42
43 44