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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
LRWA
1226
Long Run Wealth Advisors
New York
$660K +$13.8K +63 +2%
OFS
1227
OneAscent Financial Services
Alabama
$658K +$314K +1,435 +93%
EP
1228
EPIQ Partners
Minnesota
$658K – – –
RCA
1229
Resonant Capital Advisors
Wisconsin
$658K +$27.8K +127 +4%
AA
1230
Alta Advisers
United Kingdom
$657K +$241K +1,100 +59%
CF
1231
Centaurus Financial
California
$655K +$82.5K +377 +15%
BOS
1232
Bank of Stockton
California
$650K -$134K -613 -17%
NW
1233
NewEdge Wealth
Pennsylvania
$649K -$20.6K -94 -3%
LCGC
1234
Legacy Capital Group California
California
$648K -$29.6K -135 -4%
SAI
1235
Savvy Advisors Inc
New York
$645K +$320K +1,462 +100%
ZBNA
1236
Zions Bancorporation, National Association
Utah
$643K +$638K +2,914 New
FHA
1237
Flagship Harbor Advisors
Massachusetts
$643K -$41.4K -189 -6%
FNFDCM
1238
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$642K -$1.53K -7 -0.2%
MAM
1239
Martingale Asset Management
Massachusetts
$639K +$633K +2,893 New
PJSIMP
1240
P.J. Schmidt Investment Management (PJS)
Wisconsin
$632K – – –
IMC
1241
Investment Management Corporation
Virginia
$631K +$123K +560 +24%
CFS
1242
CRA Financial Services
New Jersey
$631K – – –
FWA
1243
Flagship Wealth Advisors
Massachusetts
$630K – – –
FPAS
1244
Focus Partners Advisor Solutions
Missouri
$629K +$4.38K +20 +0.7%
KOCAA
1245
Knights of Columbus Asset Advisors
Connecticut
$628K -$8.98K -41 -1%
VIM
1246
Vista Investment Management
Pennsylvania
$627K -$32.8K -150 -5%
RDWM
1247
Red Door Wealth Management
Tennessee
$626K -$23.2K -106 -4%
BFA
1248
Beaumont Financial Advisors
Massachusetts
$626K +$136K +623 +28%
WTC
1249
WhitTier Trust Company
Nevada
$625K +$15.3K +70 +3%
LHC
1250
Little House Capital
Massachusetts
$623K +$617K +2,820 New
48 49
50
51 52