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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1101
Marotta Asset Management
Virginia
$404K +$377K +3,200 New
CWS
1102
Confluence Wealth Services
Pennsylvania
$403K -$5.18K -44 -1%
CL
1103
COWA LLC
Oklahoma
$402K +$10.6K +90 +3%
CT
1104
Clearstead Trust
Maine
$396K +$38.3K +325 +12%
AR
1105
Apeiron RIA
Texas
$394K +$12.5K +106 +4%
MIA
1106
MMBG Investment Advisors
Florida
$394K -$12.9K -110 -3%
EWM
1107
Endurance Wealth Management
Rhode Island
$392K – – –
KFSC
1108
Keystone Financial Services (Colorado)
Colorado
$390K -$11.3K -96 -3%
CIC
1109
Carnegie Investment Counsel
Ohio
$390K +$2.47K +21 +0.7%
RP
1110
Riverbridge Partners
Minnesota
$389K – – –
KWM
1111
KFG Wealth Management
Indiana
$387K +$152K +1,287 +72%
NGA
1112
Naples Global Advisors
Florida
$384K +$3.53K +30 +1%
ETIA
1113
Epic Trust Investment Advisors
Washington
$384K -$72.8K -618 -17%
PCM
1114
Pointe Capital Management
Michigan
$384K -$7.89K -67 -2%
LCGC
1115
Legacy Capital Group California
California
$382K +$17K +144 +5%
WCA
1116
Waypoint Capital Advisors
Minnesota
$381K +$2.71K +23 +0.8%
BFM
1117
Boston Financial Management
Massachusetts
$381K -$53.9K -458 -13%
RWM
1118
Ritholtz Wealth Management
New York
$380K +$39.6K +336 +13%
MA
1119
MONECO Advisors
Connecticut
$380K -$353 -3 -0.1%
WTC
1120
WhitTier Trust Company
Nevada
$379K +$2.94K +25 +0.8%
FNFDCM
1121
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$377K -$11.8K -100 -3%
YIA
1122
YHB Investment Advisors
Connecticut
$376K -$77.5K -658 -18%
JWM
1123
JGP Wealth Management
Oregon
$374K – – –
ACM
1124
Advisors Capital Management
New Jersey
$373K -$22.4K -190 -6%
PP
1125
Pegasus Partners
Wisconsin
$368K – – –
43 44
45
46 47