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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PM
1076
Penbrook Management
New York
$645K – – –
FNBTCON
1077
First National Bank & Trust Co of Newtown
Pennsylvania
$638K – – –
SWP
1078
Strategic Wealth Partners
Ohio
$637K -$72.4K -478 -10%
LP
1079
LMR Partners
United Kingdom
$636K +$70.5K +466 +12%
CWS
1080
Confluence Wealth Services
Pennsylvania
$635K +$32.4K +214 +5%
EFL
1081
ERn Financial LLC
Wisconsin
$631K +$605 +4 +0.1%
GWSG
1082
GPS Wealth Strategies Group
Colorado
$629K -$29.2K -193 -4%
PPC
1083
Park Place Capital
Alabama
$628K +$196K +1,294 +44%
ACM
1084
Advisors Capital Management
New Jersey
$628K +$39.8K +263 +7%
CNBTD
1085
Citizens National Bank Trust Department
Mississippi
$626K – – –
BOS
1086
Bank of Stockton
California
$626K – – –
SCA
1087
Stonebridge Capital Advisors
Minnesota
$624K – – –
CI
1088
Conning Inc
Connecticut
$624K +$13K +86 +2%
UAML
1089
US Asset Management LLC
Pennsylvania
$624K -$27.4K -181 -4%
SP
1090
Symmetry Partners
Connecticut
$624K +$121K +801 +24%
FHC
1091
First Heartland Consultants
Missouri
$622K +$1.06K +7 +0.2%
KWM
1092
KFG Wealth Management
Indiana
$621K +$15K +99 +2%
CFGS
1093
Concourse Financial Group Securities
Alabama
$620K +$324K +2,142 +106%
CGL
1094
Clarius Group LLC
Washington
$618K +$1.36K +9 +0.2%
HAG
1095
HF Advisory Group
Maryland
$618K +$45.1K +298 +8%
AFG
1096
Atomi Financial Group
New York
$617K -$35.7K -236 -5%
EWS
1097
Evergreen Wealth Solutions
Pennsylvania
$617K -$48.1K -318 -7%
QWP
1098
Quotient Wealth Partners
Texas
$608K +$5K +33 +0.8%
KFP
1099
KMG Fiduciary Partners
Ohio
$608K – – –
WLG
1100
Williamson Legacy Group
Indiana
$607K +$617K +4,074 New
42 43
44
45 46