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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1176
CRA Financial Services
New Jersey
$454K – – –
IAS
1177
Insigneo Advisory Services
Florida
$454K +$414K +2,843 New
RWP
1178
RWA Wealth Partners
Massachusetts
$453K +$34.5K +237 +9%
HCM
1179
Hengehold Capital Management
Ohio
$452K +$65.5K +450 +19%
BWP
1180
BSW Wealth Partners
Colorado
$451K +$11.1K +76 +3%
PP
1181
PDS Planning
Ohio
$450K +$20K +137 +5%
GIP
1182
Greatmark Investment Partners
Georgia
$445K – – –
GSIAS
1183
Garden State Investment Advisory Services
New Jersey
$441K +$13.8K +95 +4%
CT
1184
Colonial Trust
South Carolina
$438K -$5.83K -40 -1%
PI
1185
PFG Investments
New York
$437K +$60.3K +414 +18%
YDMI
1186
Y.D. More Investments
Israel
$436K -$2.48K -17 -0.6%
MFWP
1187
Mosaic Family Wealth Partners
Missouri
$434K +$395K +2,715 New
MFIM
1188
Mesirow Financial Investment Management
Illinois
$433K +$394K +2,708 New
PWMAG
1189
Pinnacle Wealth Management Advisory Group
New Jersey
$425K +$8.59K +59 +2%
FNBOMD
1190
First National Bank of Mount Dora
Florida
$424K -$83.6K -574 -18%
SCM
1191
Sandler Capital Management
New York
$424K – – –
SIC
1192
Salem Investment Counselors
North Carolina
$422K -$9.32K -64 -2%
KWA
1193
Kingswood Wealth Advisors
California
$419K -$7.14K -49 -2%
PTC
1194
Private Trust Company
Ohio
$417K +$6.41K +44 +2%
BAM
1195
Belpointe Asset Management
Nevada
$417K +$146 +1 +0%
TPI
1196
Trust Point Inc
Wisconsin
$416K -$3.35K -23 -0.9%
EAM
1197
Empirical Asset Management
Massachusetts
$413K +$377K +2,587 New
VVP
1198
Venture Visionary Partners
Ohio
$410K +$12.1K +83 +3%
1CP
1199
17 Capital Partners
Arizona
$409K +$373K +2,562 New
BJL
1200
Brighton Jones LLC
Washington
$409K +$17.6K +121 +5%
46 47
48
49 50