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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1176
Curated Wealth Partners
California
$654K +$111K +614 +19%
LWAM
1177
Legacy Wealth Asset Management
Minnesota
$651K +$6.89K +38 +1%
PAP
1178
Persistent Asset Partners
Hong Kong
$647K +$680K +3,752 New
SCM
1179
Shelton Capital Management
Colorado
$646K -$6.71K -37 -1%
HBW
1180
Hazlett, Burt & Watson
West Virginia
$645K +$312K +1,720 +85%
KWM
1181
KFG Wealth Management
Indiana
$645K +$56K +309 +9%
AI
1182
Accredited Investors
Minnesota
$644K +$340K +1,875 +101%
TW
1183
TritonPoint Wealth
Maryland
$644K +$343K +1,890 +102%
EWA
1184
EverSource Wealth Advisors
Alabama
$644K -$110K -604 -14%
PSP
1185
Principal Street Partners
Tennessee
$644K +$16.1K +89 +2%
GCC
1186
Guardian Capital (Canada)
Ontario, Canada
$644K +$677K +3,733 New
GM
1187
GeoWealth Management
Illinois
$640K +$6.71K +37 +1%
BTI
1188
Blue Trust Inc
Georgia
$640K -$227K -1,250 -25%
HFA
1189
Hutchinson Financial Advisors
Virginia
$636K +$669K +3,690 New
CI
1190
Conning Inc
Connecticut
$632K -$199K -1,100 -23%
MMEA
1191
Main Management ETF Advisors
California
$632K +$10.9K +60 +2%
KFP
1192
KMG Fiduciary Partners
Ohio
$630K – – –
CC
1193
Carlson Capital
Texas
$621K +$653K +3,600 New
EDRH
1194
Edmond de Rothschild Holding
Switzerland
$616K -$196K -1,082 -23%
CIA
1195
Citadel Investment Advisory
Ohio
$612K – – –
SFS
1196
Sowell Financial Services
Arkansas
$610K +$56.9K +314 +10%
BA
1197
Bridgewater Advisors
New York
$608K -$11.6K -64 -1%
BWP
1198
BSW Wealth Partners
Colorado
$607K +$2.18K +12 +0.3%
HWA
1199
Heritage Wealth Advisors
Virginia
$605K -$1.45K -8 -0.2%
CIG
1200
Cascade Investment Group
Colorado
$596K – – –
46 47
48
49 50