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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1101
VeraBank
Texas
$618K – – –
PWP
1102
Principle Wealth Partners
Connecticut
$618K – – –
SF
1103
Summit Financial
New Jersey
$614K +$682K +4,759 New
SCA
1104
Sandy Cove Advisors
Massachusetts
$612K -$13.9K -97 -2%
OWA
1105
One Wealth Advisors
California
$607K -$2.87K -20 -0.4%
PA
1106
Promethium Advisors
Maryland
$600K -$115K -800 -15%
WIA
1107
Westbourne Investment Advisors
Maryland
$597K – – –
TAM
1108
Townsend Asset Management
North Carolina
$596K -$54.6K -381 -8%
MFIM
1109
Mesirow Financial Investment Management
Illinois
$593K -$37.5K -262 -5%
AWA
1110
Aaron Wealth Advisors
Illinois
$592K +$266K +1,857 +68%
JAG
1111
Journey Advisory Group
Kentucky
$590K – – –
BWP
1112
Burling Wealth Partners
Illinois
$589K -$191K -1,335 -23%
HCM
1113
Howard Capital Management
Georgia
$588K +$45.3K +316 +7%
EP
1114
Edgestream Partners
New Jersey
$588K -$4.95M -34,523 -88%
SWP
1115
Stratos Wealth Partners
Ohio
$586K -$1.61M -11,249 -71%
TAFW
1116
Tred Avon Family Wealth
Maryland
$586K +$651K +4,542 New
SB
1117
Simmons Bank
Arkansas
$585K -$42K -293 -6%
IA
1118
IFC Advisors
California
$585K -$11.3K -79 -2%
CIA
1119
Cape Investment Advisory
Georgia
$580K -$160K -1,118 -20%
JMFC
1120
J.M. Forbes & Co
Massachusetts
$578K – – –
EI
1121
Ellevest Inc
New York
$577K -$19.9K -139 -3%
ERSOT
1122
Employees Retirement System of Texas
Texas
$574K – – –
OIS
1123
Okabena Investment Services
Minnesota
$574K +$430 +3 +0.1%
ACM
1124
Advisors Capital Management
New Jersey
$573K -$130K -906 -17%
CT
1125
Caldwell Trust
Florida
$573K – – –
43 44
45
46 47