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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
1051
Two Sigma Securities
New York
$577K +$146K +1,192 +38%
CA
1052
Continuum Advisory
Idaho
$576K -$31.7K -258 -6%
VIM
1053
Vista Investment Management
Pennsylvania
$576K -$35.2K -287 -6%
MYLI
1054
Meiji Yasuda Life Insurance
Japan
$576K +$532K +4,336 New
PM
1055
Penbrook Management
New York
$575K – – –
BIG
1056
Brooklyn Investment Group
New York
$574K +$530K +4,322 New
AI
1057
Ariel Investments
Illinois
$573K +$33.7K +275 +7%
CNBTD
1058
Citizens National Bank Trust Department
Mississippi
$571K – – –
VFA
1059
Valeo Financial Advisors
Indiana
$569K +$35.1K +286 +7%
FNBTCON
1060
First National Bank & Trust Co of Newtown
Pennsylvania
$569K – – –
SWM
1061
Shelton Wealth Management
Texas
$567K +$523K +4,265 New
BFO
1062
Boston Family Office
Massachusetts
$561K – – –
CI
1063
Conning Inc
Connecticut
$561K -$3.68K -30 -0.7%
H
1064
HoyleCohen
California
$560K – – –
SW
1065
SkyOak Wealth
Michigan
$560K -$153K -1,244 -23%
CWS
1066
Confluence Wealth Services
Pennsylvania
$557K +$132K +1,079 +35%
KWM
1067
KFG Wealth Management
Indiana
$556K +$83.2K +678 +19%
9WM
1068
9258 Wealth Management
Ohio
$552K – – –
EI
1069
Ellevest Inc
New York
$551K +$160K +1,303 +46%
PSP
1070
Principal Street Partners
Tennessee
$549K -$24.5K -200 -5%
APWM
1071
Argonautica Private Wealth Management
Massachusetts
$548K – – –
LFG
1072
Larson Financial Group
Missouri
$548K +$440K +3,585 +663%
TFA
1073
Transamerica Financial Advisors
Florida
$543K -$60.7K -495 -11%
FHC
1074
First Heartland Consultants
Missouri
$543K – – –
KFP
1075
KMG Fiduciary Partners
Ohio
$542K – – –
41 42
43
44 45