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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1126
Citadel Investment Advisory
Ohio
$672K – – –
BFM
1127
Boston Financial Management
Massachusetts
$661K – – –
BAAM
1128
Baker Avenue Asset Management
California
$658K +$68.8K +417 +13%
IAA
1129
Ironsides Asset Advisors
North Carolina
$653K – – –
HCM
1130
Hengehold Capital Management
Ohio
$648K +$92.4K +560 +18%
LI
1131
Lafayette Investments
Maryland
$647K -$45.4K -275 -7%
MA
1132
MONECO Advisors
Connecticut
$645K +$13.2K +80 +2%
EWS
1133
Evergreen Wealth Solutions
Pennsylvania
$644K -$91.5K -555 -13%
MC
1134
Miramar Capital
Illinois
$642K – – –
HWA
1135
Heritage Wealth Advisors
Virginia
$640K +$2.31K +14 +0.4%
CC
1136
Chicago Capital
Illinois
$638K – – –
LI
1137
LVZ Inc
Michigan
$638K – – –
FPIS
1138
Financial Planning & Information Services
Wisconsin
$637K – – –
CIG
1139
Cascade Investment Group
Colorado
$629K -$46.2K -280 -7%
GM
1140
GeoWealth Management
Illinois
$628K -$82.5K -500 -13%
CP
1141
CenterBook Partners
Connecticut
$627K -$5.18M -31,379 -90%
CWM
1142
Congress Wealth Management
Massachusetts
$624K +$71.1K +431 +14%
CM
1143
Caption Management
Oklahoma
$620K +$569K +3,450 New
MIA
1144
MMBG Investment Advisors
Florida
$620K – – –
GD
1145
Grandfield & Dodd
New York
$619K – – –
PP
1146
Pegasus Partners
Wisconsin
$619K – – –
RPCONE
1147
Retirement Planning Company of New England
Rhode Island
$614K – – –
VIM
1148
Vista Investment Management
Pennsylvania
$614K -$54.6K -331 -9%
TCPW
1149
Twin City Private Wealth
North Carolina
$611K +$1.98K +12 +0.4%
PP
1150
PDS Planning
Ohio
$610K +$87.8K +532 +19%
44 45
46
47 48