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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
1176
HF Advisory Group
Maryland
$654K -$12K -66 -2%
CWP
1177
Curated Wealth Partners
California
$654K +$111K +614 +19%
LWAM
1178
Legacy Wealth Asset Management
Minnesota
$651K +$6.89K +38 +1%
PAP
1179
Persistent Asset Partners
Hong Kong
$647K +$680K +3,752 New
SCM
1180
Shelton Capital Management
Colorado
$646K -$6.71K -37 -1%
HBW
1181
Hazlett, Burt & Watson
West Virginia
$645K +$312K +1,720 +85%
KWM
1182
KFG Wealth Management
Indiana
$645K +$56K +309 +9%
AI
1183
Accredited Investors
Minnesota
$644K +$340K +1,875 +101%
TW
1184
TritonPoint Wealth
Maryland
$644K +$343K +1,890 +102%
EWA
1185
EverSource Wealth Advisors
Alabama
$644K -$110K -604 -14%
PSP
1186
Principal Street Partners
Tennessee
$644K +$16.1K +89 +2%
GCC
1187
Guardian Capital (Canada)
Ontario, Canada
$644K +$677K +3,733 New
GM
1188
GeoWealth Management
Illinois
$640K +$6.71K +37 +1%
BTI
1189
Blue Trust Inc
Georgia
$640K -$227K -1,250 -25%
HFA
1190
Hutchinson Financial Advisors
Virginia
$636K +$669K +3,690 New
CI
1191
Conning Inc
Connecticut
$632K -$199K -1,100 -23%
MMEA
1192
Main Management ETF Advisors
California
$632K +$10.9K +60 +2%
KFP
1193
KMG Fiduciary Partners
Ohio
$630K – – –
CC
1194
Carlson Capital
Texas
$621K +$653K +3,600 New
EDRH
1195
Edmond de Rothschild Holding
Switzerland
$616K -$196K -1,082 -23%
CIA
1196
Citadel Investment Advisory
Ohio
$612K – – –
SFS
1197
Sowell Financial Services
Arkansas
$610K +$56.9K +314 +10%
BA
1198
Bridgewater Advisors
New York
$608K -$11.6K -64 -1%
BWP
1199
BSW Wealth Partners
Colorado
$607K +$2.18K +12 +0.3%
HWA
1200
Heritage Wealth Advisors
Virginia
$605K -$1.45K -8 -0.2%
46 47
48
49 50