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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1101
Aventura Private Wealth
Florida
$902K +$896K +4,391 New
MLL
1102
Moody Lynn & Lieberson
Massachusetts
$901K – – –
RYIA
1103
Roehl & Yi Investment Advisors
Oregon
$900K +$895K +4,383 New
DA
1104
Drake & Associates
Wisconsin
$896K +$269K +1,320 +51%
PWP
1105
Prasad Wealth Partners
Ohio
$891K +$885K +4,337 New
BFM
1106
Boston Financial Management
Massachusetts
$888K +$131K +642 +17%
SW
1107
SlateStone Wealth
Florida
$885K – – –
DJSG
1108
D.J. St. Germain
Massachusetts
$885K – – –
FNBTCON
1109
First National Bank & Trust Co of Newtown
Pennsylvania
$879K – – –
HFM
1110
Harvest Fund Management
China
$879K -$3.67K -18 -0.4%
LP
1111
LMR Partners
United Kingdom
$876K – – –
RBI
1112
Raiffeisen Bank International
Austria
$875K +$866K +4,240 New
EFL
1113
ERn Financial LLC
Wisconsin
$872K +$1.02K +5 +0.1%
BJL
1114
Brighton Jones LLC
Washington
$872K +$415K +2,033 +92%
CFGS
1115
Concourse Financial Group Securities
Alabama
$872K -$115K -563 -12%
AIC
1116
Aurora Investment Counsel
Georgia
$869K -$403K -1,973 -32%
HWA
1117
HMV Wealth Advisors
Louisiana
$869K +$863K +4,228 New
SCA
1118
Stonebridge Capital Advisors
Minnesota
$865K +$4.9K +24 +0.6%
CT
1119
Caldwell Trust
Florida
$864K – – –
CNBTD
1120
Citizens National Bank Trust Department
Mississippi
$863K – – –
NWAG
1121
Net Worth Advisory Group
Utah
$856K -$204 -1 -0%
PSP
1122
Principal Street Partners
Tennessee
$854K – – –
GWP
1123
Gen-Wealth Partners
Michigan
$853K +$150K +734 +21%
WWP
1124
WR Wealth Planners
Missouri
$853K +$716K +3,505 +543%
UAML
1125
US Asset Management LLC
Pennsylvania
$852K -$5.72K -28 -0.7%
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