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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFW
1201
Rainier Family Wealth
Washington
$708K -$31.1K -142 -4%
PCMC
1202
Paragon Capital Management (Colorado)
Colorado
$707K – – –
VCM
1203
Virtue Capital Management
Tennessee
$703K +$465K +2,125 +200%
AWA
1204
Aaron Wealth Advisors
Illinois
$703K +$42.3K +193 +6%
CWP
1205
Curated Wealth Partners
California
$703K +$8.1K +37 +1%
NGA
1206
Naples Global Advisors
Florida
$702K -$2.41K -11 -0.3%
LIM
1207
Leavell Investment Management
Alabama
$702K +$9.63K +44 +1%
PCM
1208
Pointe Capital Management
Michigan
$697K – – –
TPW
1209
Talon Private Wealth
Florida
$695K – – –
BAM
1210
Belpointe Asset Management
Nevada
$690K +$80.3K +367 +13%
GS
1211
GWN Securities
Florida
$687K +$682K +3,113 New
SB
1212
Simmons Bank
Arkansas
$687K +$78.8K +360 +13%
SW
1213
SkyOak Wealth
Michigan
$684K -$14.4K -66 -2%
RP
1214
Riverbridge Partners
Minnesota
$680K – – –
FCP
1215
Fidelis Capital Partners
Florida
$679K -$12.9K -59 -2%
WIS
1216
Wright Investors Service
Connecticut
$678K +$55.8K +255 +9%
VAS
1217
Vestmark Advisory Solutions
Massachusetts
$674K +$369K +1,684 +123%
IC
1218
Iconiq Capital
California
$672K -$442K -2,019 -40%
CFP
1219
Catalyst Financial Partners
Massachusetts
$668K +$28.2K +129 +4%
CT
1220
Clearstead Trust
Maine
$668K -$5.47K -25 -0.8%
LWMM
1221
Legacy Wealth Management (Mississippi)
Mississippi
$662K -$175K -800 -21%
PA
1222
Promethium Advisors
Maryland
$662K – – –
SAM
1223
Strategy Asset Managers
California
$662K +$656K +2,996 New
LRWA
1224
Long Run Wealth Advisors
New York
$660K +$13.8K +63 +2%
OFS
1225
OneAscent Financial Services
Alabama
$658K +$314K +1,435 +93%
47 48
49
50 51