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Fiserv Inc
FISV

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