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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1226
EPIQ Partners
Minnesota
$658K – – –
RCA
1227
Resonant Capital Advisors
Wisconsin
$658K +$27.8K +127 +4%
AA
1228
Alta Advisers
United Kingdom
$657K +$241K +1,100 +59%
CF
1229
Centaurus Financial
California
$655K +$82.5K +377 +15%
BOS
1230
Bank of Stockton
California
$650K -$134K -613 -17%
NW
1231
NewEdge Wealth
Pennsylvania
$649K -$20.6K -94 -3%
LCGC
1232
Legacy Capital Group California
California
$648K -$29.6K -135 -4%
SAI
1233
Savvy Advisors Inc
New York
$645K +$320K +1,462 +100%
ZBNA
1234
Zions Bancorporation, National Association
Utah
$643K +$638K +2,914 New
FHA
1235
Flagship Harbor Advisors
Massachusetts
$643K -$41.4K -189 -6%
FNFDCM
1236
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$642K -$1.53K -7 -0.2%
MAM
1237
Martingale Asset Management
Massachusetts
$639K +$633K +2,893 New
PJSIMP
1238
P.J. Schmidt Investment Management (PJS)
Wisconsin
$632K – – –
IMC
1239
Investment Management Corporation
Virginia
$631K +$123K +560 +24%
CFS
1240
CRA Financial Services
New Jersey
$631K – – –
FWA
1241
Flagship Wealth Advisors
Massachusetts
$630K – – –
FPAS
1242
Focus Partners Advisor Solutions
Missouri
$629K +$4.38K +20 +0.7%
KOCAA
1243
Knights of Columbus Asset Advisors
Connecticut
$628K -$8.98K -41 -1%
VIM
1244
Vista Investment Management
Pennsylvania
$627K -$32.8K -150 -5%
RDWM
1245
Red Door Wealth Management
Tennessee
$626K -$23.2K -106 -4%
BFA
1246
Beaumont Financial Advisors
Massachusetts
$626K +$136K +623 +28%
WTC
1247
WhitTier Trust Company
Nevada
$625K +$15.3K +70 +3%
LHC
1248
Little House Capital
Massachusetts
$623K +$617K +2,820 New
AR
1249
Apeiron RIA
Texas
$621K -$25.2K -115 -4%
TWM
1250
Trueblood Wealth Management
Ohio
$619K +$47.9K +219 +8%
48 49
50
51 52