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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1126
Naples Global Advisors
Florida
$368K +$26K +211 +7%
EWA
1127
EverSource Wealth Advisors
Alabama
$368K -$40.4K -328 -9%
MC
1128
Matisse Capital
Oregon
$367K – – –
ILI
1129
Invesco LLC (Illinois)
Illinois
$366K -$4.8K -39 -1%
RDWM
1130
Red Door Wealth Management
Tennessee
$365K -$620K -5,038 -61%
WIS
1131
Wright Investors Service
Connecticut
$365K -$392K -3,180 -50%
AR
1132
Apeiron RIA
Texas
$363K +$11.1K +90 +3%
CWA
1133
Centennial Wealth Advisory
Michigan
$363K -$56.8K -461 -13%
BAM
1134
Blueshift Asset Management
New Jersey
$362K -$312K -2,533 -44%
MAM
1135
Marotta Asset Management
Virginia
$361K – – –
CL
1136
COWA LLC
Oklahoma
$360K – – –
FC
1137
Forte Capital
New York
$357K +$36.9K +300 +10%
TSS
1138
Two Sigma Securities
New York
$356K +$389K +3,155 New
OL
1139
Optas LLC
Texas
$353K -$264K -2,142 -41%
CT
1140
Clearstead Trust
Maine
$353K -$1.6K -13 -0.4%
CWS
1141
Confluence Wealth Services
Pennsylvania
$352K -$9.48K -77 -2%
FBC
1142
Fairfield, Bush & Co
Connecticut
$349K -$80K -650 -17%
RP
1143
Riverbridge Partners
Minnesota
$348K – – –
PCM
1144
Pointe Capital Management
Michigan
$346K +$2.71K +22 +0.7%
WA
1145
Wambolt & Associates
Colorado
$344K +$20.3K +165 +6%
PP
1146
Paloma Partners
Connecticut
$343K -$1.76M -14,307 -82%
LCGC
1147
Legacy Capital Group California
California
$342K +$246 +2 +0.1%
BFG
1148
Beacon Financial Group
Texas
$342K +$44.1K +358 +15%
WTC
1149
WhitTier Trust Company
Nevada
$340K – – –
WCA
1150
Waypoint Capital Advisors
Minnesota
$339K -$2.83K -23 -0.8%
44 45
46
47 48