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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
1176
Legacy Wealth Asset Management
Minnesota
$492K +$5.59K +39 +1%
CNBTD
1177
Citizens National Bank Trust Department
Mississippi
$492K – – –
AFT
1178
Alpha Family Trust
California
$491K – – –
EWA
1179
EverSource Wealth Advisors
Alabama
$485K +$4.16K +29 +0.8%
OWA
1180
Outlook Wealth Advisors
Texas
$485K -$14.3K -100 -3%
BCFD
1181
Boit C.F. David
$483K +$71.7K +500 +15%
PSP
1182
Principal Street Partners
Tennessee
$476K -$6.02K -42 -1%
EW
1183
Evoke Wealth
California
$476K -$938K -6,544 -64%
HFA
1184
Hutchinson Financial Advisors
Virginia
$476K – – –
CPIG
1185
Chicago Partners Investment Group
Illinois
$476K +$253K +1,764 +88%
RIL
1186
Rothschild Investment LLC
Illinois
$474K +$314K +2,192 +148%
CI
1187
Conning Inc
Connecticut
$473K – – –
RYIA
1188
Roehl & Yi Investment Advisors
Oregon
$471K -$49.7K -347 -9%
KFP
1189
KMG Fiduciary Partners
Ohio
$471K – – –
SCM
1190
Shelton Capital Management
Colorado
$470K -$14.8K -103 -3%
FCP
1191
Fidelis Capital Partners
Florida
$467K -$12K -84 -2%
CWM
1192
Calamos Wealth Management
Illinois
$467K +$219K +1,530 +73%
MA
1193
MONECO Advisors
Connecticut
$466K -$60.8K -424 -10%
EWA
1194
Exencial Wealth Advisors
Oklahoma
$465K +$75.5K +527 +17%
APC
1195
Aspire Private Capital
North Carolina
$461K -$90.6K -632 -15%
TCPW
1196
Twin City Private Wealth
North Carolina
$459K +$24.4K +170 +5%
AC
1197
Avestar Capital
New York
$458K -$185K -1,289 -27%
CIA
1198
Citadel Investment Advisory
Ohio
$458K – – –
SAM
1199
Secure Asset Management
Michigan
$454K +$129K +899 +33%
PL
1200
Perpetual Ltd
Australia
$453K +$504K +3,517 New
46 47
48
49 50