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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1076
Strategic Wealth Partners
Ohio
$637K -$72.4K -478 -10%
LP
1077
LMR Partners
United Kingdom
$636K +$70.5K +466 +12%
CWS
1078
Confluence Wealth Services
Pennsylvania
$635K +$32.4K +214 +5%
EFL
1079
ERn Financial LLC
Wisconsin
$631K +$605 +4 +0.1%
GWSG
1080
GPS Wealth Strategies Group
Colorado
$629K -$29.2K -193 -4%
PPC
1081
Park Place Capital
Alabama
$628K +$196K +1,294 +44%
ACM
1082
Advisors Capital Management
New Jersey
$628K +$39.8K +263 +7%
CNBTD
1083
Citizens National Bank Trust Department
Mississippi
$626K – – –
BOS
1084
Bank of Stockton
California
$626K – – –
SCA
1085
Stonebridge Capital Advisors
Minnesota
$624K – – –
CI
1086
Conning Inc
Connecticut
$624K +$13K +86 +2%
UAML
1087
US Asset Management LLC
Pennsylvania
$624K -$27.4K -181 -4%
SP
1088
Symmetry Partners
Connecticut
$624K +$121K +801 +24%
KWM
1089
KFG Wealth Management
Indiana
$621K +$15K +99 +2%
CFGS
1090
Concourse Financial Group Securities
Alabama
$620K +$324K +2,142 +106%
CGL
1091
Clarius Group LLC
Washington
$618K +$1.36K +9 +0.2%
HAG
1092
HF Advisory Group
Maryland
$618K +$45.1K +298 +8%
AFG
1093
Atomi Financial Group
New York
$617K -$35.7K -236 -5%
EWS
1094
Evergreen Wealth Solutions
Pennsylvania
$617K -$48.1K -318 -7%
QWP
1095
Quotient Wealth Partners
Texas
$608K +$5K +33 +0.8%
KFP
1096
KMG Fiduciary Partners
Ohio
$608K – – –
WLG
1097
Williamson Legacy Group
Indiana
$607K +$617K +4,074 New
VCP
1098
Vista Capital Partners
Oregon
$607K +$10.9K +72 +2%
OWA
1099
Opal Wealth Advisors
New York
$605K -$51.2K -338 -8%
ACM
1100
Accent Capital Management
Ohio
$602K -$151 -1 -0%
42 43
44
45 46