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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
1226
Cornerstone Select Advisors
Missouri
$414K +$42.3K +295 +10%
SAI
1227
Savvy Advisors Inc
New York
$414K -$127K -887 -22%
PCMC
1228
Paragon Capital Management (Colorado)
Colorado
$413K – – –
YLHM
1229
Yelin Lapidot Holdings Management
Israel
$413K +$459K +3,200 New
AA
1230
Advisory Alpha
Michigan
$412K +$112K +784 +31%
TTWM
1231
TCV Trust & Wealth Management
Virginia
$412K -$27.8K -194 -6%
GD
1232
Grandfield & Dodd
New York
$411K -$36.7K -256 -7%
PCM
1233
Pointe Capital Management
Michigan
$411K – – –
AC
1234
AlphaCore Capital
California
$411K +$68.2K +476 +18%
APWM
1235
Argonautica Private Wealth Management
Massachusetts
$409K -$383K -2,672 -46%
BCM
1236
BTC Capital Management
Iowa
$408K -$5.14M -35,866 -92%
CFP
1237
Catalyst Financial Partners
Massachusetts
$408K -$17.2K -120 -4%
AWM
1238
AE Wealth Management
Kansas
$406K -$144K -1,006 -24%
IF
1239
Intrua Financial
Texas
$406K +$254K +1,775 +129%
S
1240
Sunpointe
Missouri
$405K +$52K +363 +13%
ILI
1241
Invesco LLC (Illinois)
Illinois
$402K +$26.7K +186 +6%
CCM
1242
Chickasaw Capital Management
Tennessee
$401K +$244K +1,700 +120%
CWS
1243
Confluence Wealth Services
Pennsylvania
$400K -$151K -1,054 -25%
CIG
1244
Cascade Investment Group
Colorado
$400K -$49.9K -348 -10%
SW
1245
SkyOak Wealth
Michigan
$399K – – –
RP
1246
Riverbridge Partners
Minnesota
$397K – – –
SFS
1247
Sowell Financial Services
Arkansas
$394K -$69.6K -486 -14%
EP
1248
EPIQ Partners
Minnesota
$388K -$2.15K -15 -0.5%
JSW
1249
Journey Strategic Wealth
New Jersey
$388K +$185K +1,288 +75%
LWMM
1250
Legacy Wealth Management (Mississippi)
Mississippi
$387K – – –
48 49
50
51 52