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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
1026
Trivant Custom Portfolio Group
California
$892K +$819K +4,967 New
UAML
1027
US Asset Management LLC
Pennsylvania
$891K -$1.98K -12 -0.3%
GAG
1028
GM Advisory Group
New York
$888K – – –
AFG
1029
Atomi Financial Group
New York
$879K +$124K +753 +18%
HWAM
1030
Hennion & Walsh Asset Management
New Jersey
$874K +$254K +1,542 +46%
SCA
1031
Sandy Cove Advisors
Massachusetts
$873K +$11.4K +69 +1%
MAM
1032
Mystic Asset Management
Rhode Island
$872K +$49.5K +300 +7%
WPW
1033
Waldron Private Wealth
Pennsylvania
$869K +$238K +1,442 +42%
WIA
1034
Westbourne Investment Advisors
Maryland
$865K – – –
HH
1035
Hilltop Holdings
Texas
$865K +$256K +1,549 +47%
AF
1036
Allworth Financial
California
$864K +$84.1K +510 +12%
DW30
1037
Drucker Wealth 3.0
New Jersey
$863K +$33.8K +205 +4%
CWM
1038
Chesapeake Wealth Management
Virginia
$859K – – –
PWP
1039
Principle Wealth Partners
Connecticut
$856K – – –
1SB
1040
1ST Source Bank
Indiana
$855K +$17.3K +105 +2%
CFO
1041
Callan Family Office
Pennsylvania
$855K +$306K +1,854 +64%
NCM
1042
Neumann Capital Management
California
$852K – – –
CFGS
1043
Concourse Financial Group Securities
Alabama
$849K +$93.4K +566 +14%
ACM
1044
Allred Capital Management
Texas
$848K +$40.4K +245 +5%
OIA
1045
Optimum Investment Advisors
Illinois
$847K +$57.7K +350 +8%
GWSG
1046
GPS Wealth Strategies Group
Colorado
$846K +$81.2K +492 +12%
CIA
1047
Capital Investment Advisors
Georgia
$840K -$7.09K -43 -0.9%
CA
1048
Crumly & Associates
Illinois
$839K -$21.6K -131 -3%
FIA
1049
Foundations Investment Advisors
Arizona
$837K +$27.2K +165 +4%
LSA
1050
Leonteq Securities AG
Switzerland
$836K +$667K +4,042 +662%
40 41
42
43 44