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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1176
Perpetual Ltd
Australia
$735K +$301K +1,474 +70%
MC
1177
Miramar Capital
Illinois
$734K – – –
BOS
1178
Bank of Stockton
California
$731K -$65.9K -323 -8%
I
1179
InceptionR
California
$723K +$719K +3,520 New
HWA
1180
Heritage Wealth Advisors
Virginia
$723K -$9.19K -45 -1%
CSA
1181
Cornerstone Select Advisors
Missouri
$722K +$717K +3,514 New
SW
1182
SMART Wealth
Nebraska
$716K +$463K +2,270 +187%
TCPW
1183
Twin City Private Wealth
North Carolina
$716K +$17.4K +85 +3%
EWS
1184
Evergreen Wealth Solutions
Pennsylvania
$715K -$21.2K -104 -3%
FC
1185
Farringdon Capital
United Kingdom
$715K +$711K +3,481 New
EDRH
1186
Edmond de Rothschild Holding
Switzerland
$712K -$25.6M -125,305 -97%
RL
1187
Retireful LLC
Michigan
$712K +$708K +3,467 New
MIA
1188
MMBG Investment Advisors
Florida
$709K – – –
GD
1189
Grandfield & Dodd
New York
$708K – – –
CIG
1190
Cascade Investment Group
Colorado
$705K -$14.3K -70 -2%
OWA
1191
Opal Wealth Advisors
New York
$704K -$78K -382 -10%
RPCONE
1192
Retirement Planning Company of New England
Rhode Island
$703K – – –
IAS
1193
Insigneo Advisory Services
Florida
$702K +$186K +909 +36%
MFF
1194
Michels Family Financial
Texas
$700K +$696K +3,410 New
MHC
1195
May Hill Capital
Massachusetts
$700K +$696K +3,409 New
SIG
1196
Sargent Investment Group
Maryland
$699K -$190K -932 -21%
AWM
1197
Angeles Wealth Management
California
$697K +$170K +835 +33%
CPC
1198
Cookson Peirce & Co
Pennsylvania
$693K +$13.7K +67 +2%
CP
1199
Clarendon Private
Massachusetts
$692K +$688K +3,370 New
PP
1200
PDS Planning
Ohio
$691K -$6.94K -34 -1%
46 47
48
49 50