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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1226
Corundum Group
Colorado
$384K – – –
LIM
1227
Leavell Investment Management
Alabama
$383K -$7.28K -50 -2%
AWM
1228
Avitas Wealth Management
California
$382K -$3.64K -25 -1%
AWM
1229
Angeles Wealth Management
California
$381K +$63.5K +436 +22%
MSFP
1230
Mark Sheptoff Financial Planning
Connecticut
$380K – – –
SMA
1231
Sage Mountain Advisors
Georgia
$380K +$35.5K +244 +11%
EFG
1232
Everhart Financial Group
Ohio
$379K +$58.4K +401 +20%
PWM
1233
Perigon Wealth Management
California
$379K +$68.3K +469 +25%
CCA
1234
Childress Capital Advisors
Texas
$376K -$11.5K -79 -3%
HS
1235
Horan Securities
United States
$373K +$2.33K +16 +0.7%
CPIA
1236
Cornell Pochily Investment Advisors
New York
$372K -$50.8K -349 -13%
PPWP
1237
Premier Path Wealth Partners
New Jersey
$372K +$5.53K +38 +2%
DWM
1238
Dogwood Wealth Management
Kansas
$370K +$11.7K +80 +4%
FI
1239
Fosun International
China
$370K – – –
CWA
1240
CM Wealth Advisors
Ohio
$369K – – –
AF
1241
Arrow Financial
New York
$368K -$3.64K -25 -1%
CFP
1242
Cascade Financial Partners
California
$367K +$354K +2,428 New
WCF
1243
West Coast Financial
California
$366K – – –
SG
1244
Sienna Gestion
France
$366K +$334K +2,290 New
RPWA
1245
Regent Peak Wealth Advisors
Georgia
$365K -$1.31K -9 -0.4%
HFM
1246
Harvest Fund Management
China
$365K – – –
CFFP
1247
Center for Financial Planning
Michigan
$364K +$6.99K +48 +2%
RWB
1248
RMR Wealth Builders
New Jersey
$363K +$331K +2,274 New
ACM
1249
Andina Capital Management
Utah
$363K +$331K +2,272 New
EFSCE
1250
Enterprise Financial Services Corp (EFSC)
Missouri
$361K -$74.3K -510 -18%
48 49
50
51 52