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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1176
Riverbridge Partners
Minnesota
$553K – – –
IWM
1177
IHT Wealth Management
Illinois
$551K +$121K +735 +32%
WIS
1178
Wright Investors Service
Connecticut
$550K -$513K -3,111 -50%
EP
1179
Edgestream Partners
New Jersey
$546K -$2.36M -14,282 -82%
SPI
1180
Santori & Peters Inc
Pennsylvania
$546K +$1.49K +9 +0.3%
KOCAA
1181
Knights of Columbus Asset Advisors
Connecticut
$544K +$2.64K +16 +0.5%
PCMC
1182
Private Capital Management (Colorado)
Colorado
$544K +$499K +3,028 New
AR
1183
Apeiron RIA
Texas
$541K +$8.25K +50 +2%
RCM
1184
Raleigh Capital Management
North Carolina
$540K +$12.4K +75 +3%
PA
1185
Promethium Advisors
Maryland
$539K +$495K +3,000 New
VA
1186
Valmark Advisers
Ohio
$538K +$135K +820 +38%
EP
1187
EPIQ Partners
Minnesota
$535K -$73.1K -443 -13%
FNFDCM
1188
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$533K – – –
LRWA
1189
Long Run Wealth Advisors
New York
$529K – – –
QWP
1190
Quotient Wealth Partners
Texas
$526K -$190K -1,152 -28%
RDWM
1191
Red Door Wealth Management
Tennessee
$525K -$74.7K -453 -13%
FC
1192
Forte Capital
New York
$524K -$21.4K -130 -4%
FPAS
1193
Focus Partners Advisor Solutions
Missouri
$522K -$68K -412 -12%
OHWP
1194
Oak Harbor Wealth Partners
North Carolina
$522K -$11.5K -70 -2%
PJSIMP
1195
P.J. Schmidt Investment Management (PJS)
Wisconsin
$519K – – –
RCA
1196
Resonant Capital Advisors
Wisconsin
$518K +$35.3K +214 +8%
RWP
1197
RWA Wealth Partners
Massachusetts
$514K +$1.98K +12 +0.4%
APWM
1198
Argonautica Private Wealth Management
Massachusetts
$514K -$655K -3,969 -58%
WC
1199
Waterloo Capital
Texas
$513K +$51.6K +313 +12%
WA
1200
Wambolt & Associates
Colorado
$513K -$2.64K -16 -0.6%
46 47
48
49 50