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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
1026
Legacy Wealth Asset Management
Minnesota
$728K +$583 +4 +0.1%
NCM
1027
Neumann Capital Management
California
$726K +$255K +1,750 +63%
RP
1028
Riverwater Partners
Wisconsin
$721K -$322K -2,214 -33%
CCM
1029
Condor Capital Management
New Jersey
$720K – – –
SIA
1030
SkyView Investment Advisors
New Jersey
$718K +$654K +4,491 New
CT
1031
Caldwell Trust
Florida
$716K – – –
EWS
1032
Evergreen Wealth Solutions
Pennsylvania
$712K -$48.9K -336 -7%
PA
1033
Parallel Advisors
California
$712K +$112K +768 +21%
FIA
1034
Foundations Investment Advisors
Arizona
$710K +$36K +247 +6%
SAM
1035
Smartleaf Asset Management
Massachusetts
$706K +$163K +1,119 +34%
GWSG
1036
GPS Wealth Strategies Group
Colorado
$705K +$52.4K +360 +9%
OWA
1037
Opal Wealth Advisors
New York
$702K +$3.64K +25 +0.6%
AFG
1038
Atomi Financial Group
New York
$700K +$83.5K +573 +15%
HIG
1039
Herr Investment Group
Texas
$699K – – –
UAML
1040
US Asset Management LLC
Pennsylvania
$699K -$6.12K -42 -1%
DJSG
1041
D.J. St. Germain
Massachusetts
$696K – – –
KOCAA
1042
Knights of Columbus Asset Advisors
Connecticut
$695K -$192K -1,318 -23%
PM
1043
Penbrook Management
New York
$692K – – –
LFG
1044
Larson Financial Group
Missouri
$689K +$27.1K +186 +5%
9WM
1045
9258 Wealth Management
Ohio
$685K +$18.6K +128 +3%
FNBTCON
1046
First National Bank & Trust Co of Newtown
Pennsylvania
$684K – – –
ET
1047
Entropy Technologies
New York
$682K +$247K +1,698 +66%
EI
1048
Ellevest Inc
New York
$678K +$13.8K +95 +2%
EFL
1049
ERn Financial LLC
Wisconsin
$677K -$3.64K -25 -0.6%
BFO
1050
Boston Family Office
Massachusetts
$675K – – –
40 41
42
43 44