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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1176
Miramar Capital
Illinois
$734K – – –
BOS
1177
Bank of Stockton
California
$731K -$65.9K -323 -8%
I
1178
InceptionR
California
$723K +$719K +3,520 New
HWA
1179
Heritage Wealth Advisors
Virginia
$723K -$9.19K -45 -1%
CSA
1180
Cornerstone Select Advisors
Missouri
$722K +$717K +3,514 New
SW
1181
SMART Wealth
Nebraska
$716K +$463K +2,270 +187%
TCPW
1182
Twin City Private Wealth
North Carolina
$716K +$17.4K +85 +3%
EWS
1183
Evergreen Wealth Solutions
Pennsylvania
$715K -$21.2K -104 -3%
FC
1184
Farringdon Capital
United Kingdom
$715K +$711K +3,481 New
EDRH
1185
Edmond de Rothschild Holding
Switzerland
$712K -$25.6M -125,305 -97%
RL
1186
Retireful LLC
Michigan
$712K +$708K +3,467 New
MIA
1187
MMBG Investment Advisors
Florida
$709K – – –
GD
1188
Grandfield & Dodd
New York
$708K – – –
CIG
1189
Cascade Investment Group
Colorado
$705K -$14.3K -70 -2%
OWA
1190
Opal Wealth Advisors
New York
$704K -$78K -382 -10%
RPCONE
1191
Retirement Planning Company of New England
Rhode Island
$703K – – –
IAS
1192
Insigneo Advisory Services
Florida
$702K +$186K +909 +36%
MFF
1193
Michels Family Financial
Texas
$700K +$696K +3,410 New
MHC
1194
May Hill Capital
Massachusetts
$700K +$696K +3,409 New
SIG
1195
Sargent Investment Group
Maryland
$699K -$190K -932 -21%
AWM
1196
Angeles Wealth Management
California
$697K +$170K +835 +33%
CPC
1197
Cookson Peirce & Co
Pennsylvania
$693K +$13.7K +67 +2%
CP
1198
Clarendon Private
Massachusetts
$692K +$688K +3,370 New
PP
1199
PDS Planning
Ohio
$691K -$6.94K -34 -1%
RFW
1200
Rainier Family Wealth
Washington
$688K +$684K +3,350 New
46 47
48
49 50