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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1201
Curated Wealth Partners
California
$512K -$37.9K -230 -7%
TCM
1202
Tributary Capital Management
Nebraska
$512K -$144K -875 -23%
CFS
1203
CRA Financial Services
New Jersey
$511K – – –
WTC
1204
WhitTier Trust Company
Nevada
$511K -$6.93K -42 -1%
CFP
1205
Catalyst Financial Partners
Massachusetts
$508K -$5.11K -31 -1%
DWM
1206
Dogwood Wealth Management
Kansas
$507K +$20.1K +122 +5%
PI
1207
PFG Investments
New York
$504K +$12K +73 +3%
CAMG
1208
CWA Asset Management Group
Florida
$503K +$462K +2,802 New
CAG
1209
Csenge Advisory Group
Florida
$500K – – –
FCI
1210
Financial Counselors Inc
Kansas
$500K +$5.94K +36 +1%
EFS
1211
Essex Financial Services
Connecticut
$498K -$2.14K -13 -0.5%
WAG
1212
Wallace Advisory Group
California
$494K – – –
PWMAG
1213
Pinnacle Wealth Management Advisory Group
New Jersey
$494K -$1.81K -11 -0.4%
CT
1214
Colonial Trust
South Carolina
$493K +$165 +1 +0%
OWA
1215
One Wealth Advisors
California
$492K – – –
BAM
1216
Belpointe Asset Management
Nevada
$490K +$146K +886 +48%
DBRC
1217
D.B. Root & Company
Pennsylvania
$487K -$151K -917 -25%
PTC
1218
Private Trust Company
Ohio
$487K +$5.44K +33 +1%
SWA
1219
Sax Wealth Advisors
New Jersey
$486K +$63K +382 +16%
SG
1220
Somerset Group
Minnesota
$485K – – –
MFIM
1221
Mesirow Financial Investment Management
Illinois
$484K +$7.92K +48 +2%
JWCA
1222
J.W. Cole Advisors
Florida
$483K +$69.1K +419 +18%
GA
1223
Geller Advisors
New York
$482K -$119K -722 -21%
FM
1224
Foster & Motley
Ohio
$479K +$1.49K +9 +0.3%
AWA
1225
Aaron Wealth Advisors
Illinois
$478K +$85.9K +521 +24%
47 48
49
50 51