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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1251
Excalibur Management
Massachusetts
$208K +$203K +1,844 New
JCIA
1252
Jackson Creek Investment Advisors
Colorado
$208K +$202K +1,837 New
LPAM
1253
Lodestar Private Asset Management
California
$207K +$201K +1,830 New
KWM
1254
KFG Wealth Management
Indiana
$206K +$196K +1,781 New
CFP
1255
Catalyst Financial Partners
Massachusetts
$206K +$200K +1,822 New
LFA
1256
Legacy Financial Advisors
Kentucky
$205K +$200K +1,815 New
CF
1257
Corrigan Financial
Rhode Island
$204K -$19.8K -180 -9%
WTA
1258
Washington Trust Advisors
Massachusetts
$204K -$2.31K -21 -1%
IEFM
1259
IQ EQ Fund Management
Ireland
$203K +$198K +1,796 New
VCM
1260
Virtue Capital Management
Tennessee
$203K +$189K +1,714 New
BAM
1261
Berkshire Asset Management
Pennsylvania
$203K +$197K +1,792 New
CW
1262
CreativeOne Wealth
Kansas
$201K -$138K -1,253 -41%
WPWM
1263
Western Pacific Wealth Management
Illinois
$200K – – –
RIA
1264
Richwood Investment Advisors
Ohio
$200K +$195K +1,770 New
2L
1265
25 LLC
Missouri
$192K +$176K +1,604 New
TPCW
1266
TD Private Client Wealth
New York
$189K -$11.9K -108 -6%
PPC
1267
Park Place Capital
Alabama
$188K – – –
GITFIT
1268
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$186K +$182K +1,650 New
CWP
1269
Concord Wealth Partners
Virginia
$183K -$18.9K -172 -10%
AA
1270
Alta Advisers
United Kingdom
$181K – – –
SSB
1271
Sandy Spring Bank
Maryland
$180K – – –
SWA
1272
Sutton Wealth Advisors
Florida
$175K -$2.42K -22 -1%
BAM
1273
Bellevue Asset Management
Washington
$174K – – –
CFGS
1274
Concourse Financial Group Securities
Alabama
$173K -$3.52K -32 -2%
TCOV
1275
Trust Company of Vermont
Vermont
$171K -$6.49K -59 -4%
49 50
51
52 53