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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
1176
Meitav Investment House
Israel
$303K +$288K +2,444 New
CG
1177
Corundum Group
Colorado
$303K – – –
CWA
1178
CM Wealth Advisors
Ohio
$301K – – –
MS
1179
Maven Securities
Jersey
$301K +$281K +2,387 New
MSFP
1180
Mark Sheptoff Financial Planning
Connecticut
$300K – – –
AF
1181
Arrow Financial
New York
$300K -$2.94K -25 -1%
PWS
1182
Peterson Wealth Services
Utah
$299K +$2.94K +25 +1%
OWA
1183
One Wealth Advisors
California
$297K +$2.94K +25 +1%
ACP
1184
Aveo Capital Partners
Colorado
$297K +$12.4K +105 +5%
OP
1185
ORG Partners
Indiana
$297K +$277K +2,354 New
TC
1186
Truvestments Capital
Florida
$296K -$353 -3 -0.1%
PI
1187
PFG Investments
New York
$293K -$16.8K -143 -6%
AF
1188
Allworth Financial
California
$293K -$3.53K -30 -1%
GI
1189
Gradient Investments
Minnesota
$290K +$3.06K +26 +1%
FFA
1190
First Foundation Advisors
California
$290K -$66.4K -564 -20%
GIM
1191
Greenwich Investment Management
Connecticut
$290K -$118 -1 -0%
HIC
1192
Holderness Investments Company
North Carolina
$290K +$10.6K +90 +4%
CII
1193
Capital International Inc
California
$290K +$270K +2,295 New
BJL
1194
Brighton Jones LLC
Washington
$289K -$15K -127 -5%
WCF
1195
West Coast Financial
California
$289K -$8.36K -71 -3%
PCOC
1196
Power Corp of Canada
Canada
$289K +$270K +2,290 New
HS
1197
Horan Securities
United States
$287K +$4.83K +41 +2%
RPWA
1198
Regent Peak Wealth Advisors
Georgia
$286K -$1.88K -16 -0.7%
BAM
1199
Belpointe Asset Management
Nevada
$285K -$242K -2,052 -48%
HTC
1200
Haverford Trust Company
Pennsylvania
$285K +$23.7K +201 +10%
46 47
48
49 50