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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
KOCAA
1201
Knights of Columbus Asset Advisors
Connecticut
$449K -$202K -1,335 -31%
OHWP
1202
Oak Harbor Wealth Partners
North Carolina
$444K -$151 -1 -0%
OWA
1203
One Wealth Advisors
California
$442K +$44K +291 +12%
FNFDCM
1204
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$442K -$1.51K -10 -0.3%
AR
1205
Apeiron RIA
Texas
$441K -$1.06K -7 -0.2%
PWM
1206
Perigon Wealth Management
California
$441K +$89.2K +589 +25%
LRWA
1207
Long Run Wealth Advisors
New York
$439K – – –
RCM
1208
Raleigh Capital Management
North Carolina
$437K +$69.6K +460 +19%
CFO
1209
Callan Family Office
Pennsylvania
$433K +$440K +2,904 New
GLA
1210
Great Lakes Advisors
Illinois
$432K +$2.88K +19 +0.7%
PJSIMP
1211
P.J. Schmidt Investment Management (PJS)
Wisconsin
$430K – – –
WTC
1212
WhitTier Trust Company
Nevada
$430K -$151 -1 -0%
MG
1213
Mather Group
Illinois
$427K +$147K +973 +57%
PP
1214
PDS Planning
Ohio
$427K +$7.42K +49 +2%
CFP
1215
Catalyst Financial Partners
Massachusetts
$426K +$33.2K +219 +8%
RWP
1216
RWA Wealth Partners
Massachusetts
$424K +$1.82K +12 +0.4%
CFS
1217
CRA Financial Services
New Jersey
$424K – – –
WA
1218
Wambolt & Associates
Colorado
$419K -$8.02K -53 -2%
GIP
1219
Greatmark Investment Partners
Georgia
$415K – – –
PWMAG
1220
Pinnacle Wealth Management Advisory Group
New Jersey
$411K +$15.3K +101 +4%
KWA
1221
Kingswood Wealth Advisors
California
$410K +$19.4K +128 +5%
FCI
1222
Financial Counselors Inc
Kansas
$409K -$51.9K -343 -11%
CT
1223
Colonial Trust
South Carolina
$408K – – –
PI
1224
PFG Investments
New York
$407K – – –
WA
1225
Wealth Alliance
New York
$404K -$193K -1,276 -32%
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49
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