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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1226
Keudell/Morrison Wealth Management
Oregon
$227K +$2.09K +19 +1%
WWM
1227
Western Wealth Management
Colorado
$226K – – –
CM
1228
Castleark Management
Illinois
$226K – – –
GA
1229
Goldstein Advisors
Wisconsin
$225K -$2.42K -22 -1%
PB
1230
Pinnacle Bancorp
Nebraska
$225K -$61.2K -556 -22%
OMC
1231
Old Mission Capital
Illinois
$224K +$218K +1,986 New
EFSCE
1232
Enterprise Financial Services Corp (EFSC)
Missouri
$221K -$4.18K -38 -2%
CA
1233
Claro Advisors
Massachusetts
$220K -$4.07K -37 -2%
WMA
1234
Wealth Management Associates
New Jersey
$219K +$213K +1,938 New
FBA
1235
Front Barnett Associates
Illinois
$219K +$213K +1,940 New
CS
1236
Comerica Securities
Michigan
$218K +$11K +100 +5%
HCM
1237
Hengehold Capital Management
Ohio
$217K +$212K +1,923 New
SIG
1238
Sargent Investment Group
Maryland
$217K +$211K +1,920 New
BCFD
1239
Boit C.F. David
$217K – – –
RCA
1240
Resonant Capital Advisors
Wisconsin
$216K +$210K +1,911 New
CWP
1241
Curated Wealth Partners
California
$216K +$210K +1,910 New
CFG
1242
CKW Financial Group
Hawaii
$215K – – –
HC
1243
Hourglass Capital
Texas
$215K +$209K +1,900 New
PWMAG
1244
Pinnacle Wealth Management Advisory Group
New Jersey
$214K +$208K +1,891 New
BTI
1245
Blue Trust Inc
Georgia
$213K +$21K +191 +10%
HWAM
1246
Hennion & Walsh Asset Management
New Jersey
$212K -$846K -7,690 -80%
CCA
1247
Clearwater Capital Advisors
Illinois
$211K -$99K -900 -32%
CC
1248
Courier Capital
New York
$211K -$28.6K -260 -12%
PCP
1249
Proficio Capital Partners
Massachusetts
$210K -$23K -209 -10%
BFPW
1250
BOK Financial Private Wealth
Colorado
$209K – – –
48 49
50
51 52