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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1076
KMG Fiduciary Partners
Ohio
$542K – – –
MW
1077
Maia Wealth
Colorado
$542K +$501K +4,079 New
RPCONE
1078
Retirement Planning Company of New England
Rhode Island
$541K -$27.6K -225 -5%
LI
1079
Lafayette Investments
Maryland
$541K – – –
HH
1080
Hilltop Holdings
Texas
$539K -$31.5K -257 -6%
GWSG
1081
GPS Wealth Strategies Group
Colorado
$538K +$75.7K +617 +18%
JAFL
1082
Jay A. Fishman Ltd
Michigan
$538K -$16.2K -132 -3%
LWMM
1083
Legacy Wealth Management (Mississippi)
Mississippi
$536K – – –
AMBIA
1084
Allen Mooney & Barnes Investment Advisors
Georgia
$536K +$7K +57 +1%
WP
1085
WealthSource Partners
California
$532K +$11.2K +91 +2%
CCA
1086
Checchi Capital Advisers
California
$532K +$859 +7 +0.2%
OIA
1087
Optimum Investment Advisors
Illinois
$531K -$24.7K -201 -5%
RC
1088
RBF Capital
California
$531K – – –
VCP
1089
Vista Capital Partners
Oregon
$531K – – –
SC
1090
SRB Corp
Massachusetts
$530K +$489K +3,987 New
CI
1091
CX Institutional
Indiana
$518K -$11.5K -94 -2%
MFS
1092
Madrona Financial Services
Washington
$513K – – –
ACM
1093
Accent Capital Management
Ohio
$510K +$471K +3,839 New
AFT
1094
Alpha Family Trust
California
$505K – – –
AFG
1095
Atomi Financial Group
New York
$505K +$467K +3,804 New
SPI
1096
Santori & Peters Inc
Pennsylvania
$504K – – –
HAG
1097
HF Advisory Group
Maryland
$504K +$40.9K +333 +10%
SC
1098
Steph & Co
Wisconsin
$501K +$9.45K +77 +2%
PAS
1099
Point72 Asia (Singapore)
Singapore
$499K +$461K +3,759 New
CC
1100
Copperleaf Capital
North Carolina
$498K -$27.1K -221 -6%
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