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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
1051
Long Run Wealth Advisors
New York
$414K – – –
ETIA
1052
Epic Trust Investment Advisors
Washington
$414K -$177K -1,613 -31%
YIA
1053
YHB Investment Advisors
Connecticut
$411K +$15.7K +143 +4%
MWM
1054
Moran Wealth Management
Florida
$411K -$91.5K -832 -19%
EP
1055
EPIQ Partners
Minnesota
$405K +$61.6K +560 +19%
SPP
1056
Single Point Partners
Massachusetts
$403K +$7.26K +66 +2%
MIA
1057
MMBG Investment Advisors
Florida
$402K – – –
FPIS
1058
Financial Planning & Information Services
Wisconsin
$401K -$9.79K -89 -2%
CPC
1059
Cookson Peirce & Co
Pennsylvania
$400K +$390K +3,543 New
CI
1060
CX Institutional
Indiana
$399K +$40.5K +368 +12%
CC
1061
Cannell & Co
New York
$398K – – –
PGH
1062
Partners Group Holding
Switzerland
$394K – – –
MLL
1063
Moody Lynn & Lieberson
Massachusetts
$393K – – –
BFM
1064
Boston Financial Management
Massachusetts
$393K -$7.26K -66 -2%
SCP
1065
Shorepoint Capital Partners
Massachusetts
$393K -$854K -7,763 -69%
CF
1066
Centaurus Financial
California
$391K +$132K +1,201 +53%
H
1067
HoyleCohen
California
$390K -$83.7K -761 -18%
Empower Advisory Group
1068
Empower Advisory Group
Colorado
$388K +$378K +3,439 New
EWA
1069
Exencial Wealth Advisors
Oklahoma
$387K -$131K -1,190 -26%
FCBT
1070
First Citizens Bank & Trust
North Carolina
$386K -$2.29M -20,796 -86%
HAG
1071
HF Advisory Group
Maryland
$386K +$4.4K +40 +1%
TPWA
1072
TRUE Private Wealth Advisors
Oregon
$383K -$4.18K -38 -1%
PA
1073
Parallel Advisors
California
$381K +$53.9K +490 +17%
GD
1074
Grandfield & Dodd
New York
$380K – – –
RC
1075
Roundview Capital
New Jersey
$378K +$112K +1,020 +44%