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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
1051
Trivant Custom Portfolio Group
California
$1.04M +$21K +103 +2%
IC
1052
Iconiq Capital
California
$1.04M +$699K +3,425 +209%
CWA
1053
Crux Wealth Advisors
California
$1.04M +$1.03M +5,064 New
BFG
1054
Beacon Financial Group
Texas
$1.04M -$42.5K -208 -4%
CAMG
1055
CWA Asset Management Group
Florida
$1.02M +$446K +2,187 +78%
WPW
1056
Waldron Private Wealth
Pennsylvania
$1.02M +$22.5K +110 +2%
GAG
1057
GM Advisory Group
New York
$1.02M – – –
SCA
1058
Sandy Cove Advisors
Massachusetts
$1.01M +$15.1K +74 +2%
ACM
1059
Allred Capital Management
Texas
$1.01M +$40.6K +199 +4%
CIA
1060
Capital Investment Advisors
Georgia
$1.01M +$46.7K +229 +5%
NCM
1061
Neumann Capital Management
California
$1M +$30.6K +150 +3%
NB
1062
Nicolet Bankshares
Wisconsin
$1M -$96.8K -474 -9%
LSA
1063
Leonteq Securities AG
Switzerland
$997K +$41K +201 +4%
MWM
1064
Meridian Wealth Management
Kentucky
$996K -$38.2K -187 -4%
HH
1065
Hilltop Holdings
Texas
$995K +$6.74K +33 +0.7%
WIA
1066
Westbourne Investment Advisors
Maryland
$989K – – –
GWSG
1067
GPS Wealth Strategies Group
Colorado
$987K +$19K +93 +2%
BAAM
1068
Baker Avenue Asset Management
California
$985K +$232K +1,134 +31%
OIA
1069
Optimum Investment Advisors
Illinois
$984K +$15.3K +75 +2%
PWP
1070
Principle Wealth Partners
Connecticut
$978K – – –
DWM
1071
Darwin Wealth Management
Florida
$970K -$683K -3,346 -41%
1SB
1072
1ST Source Bank
Indiana
$965K -$12.2K -60 -1%
EFG
1073
Everhart Financial Group
Ohio
$963K +$26.7K +131 +3%
AI
1074
Ariel Investments
Illinois
$962K +$28.6K +140 +3%
DW30
1075
Drucker Wealth 3.0
New Jersey
$959K -$27.6K -135 -3%
41 42
43
44 45