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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
UW
1251
Unique Wealth
Florida
$243K +$226K +1,924 New
RWA
1252
Ropes Wealth Advisors
Massachusetts
$241K +$225K +1,912 New
HWAM
1253
Hennion & Walsh Asset Management
New Jersey
$241K +$4.12K +35 +2%
CWP
1254
Curated Wealth Partners
California
$241K – – –
HCM
1255
Hengehold Capital Management
Ohio
$241K -$1.77K -15 -0.8%
CCB
1256
Cutter & Co Brokerage
Missouri
$240K +$224K +1,905 New
CFG
1257
CKW Financial Group
Hawaii
$240K – – –
PWMAG
1258
Pinnacle Wealth Management Advisory Group
New Jersey
$240K +$942 +8 +0.4%
SB
1259
Strategic Blueprint
Georgia
$236K +$220K +1,873 New
CC
1260
Courier Capital
New York
$235K – – –
BCFD
1261
Boit C.F. David
$234K – – –
BFPW
1262
BOK Financial Private Wealth
Colorado
$233K – – –
JCIA
1263
Jackson Creek Investment Advisors
Colorado
$233K +$1.18K +10 +0.5%
EM
1264
Excalibur Management
Massachusetts
$233K – – –
PTC
1265
Petrus Trust Company
Texas
$232K +$216K +1,839 New
ECG
1266
Edge Capital Group
Georgia
$232K -$85.2K -724 -28%
AP
1267
Appleton Partners
Massachusetts
$231K -$42.4K -360 -16%
LPAM
1268
Lodestar Private Asset Management
California
$231K – – –
CF
1269
Corrigan Financial
Rhode Island
$228K – – –
CHP
1270
Cable Hill Partners
Oregon
$226K -$25.4K -216 -11%
SNBOSCI
1271
Security National Bank of Sioux City Iowa
Iowa
$226K +$211K +1,792 New
IEFM
1272
IQ EQ Fund Management
Ireland
$226K -$942 -8 -0.4%
AWM
1273
Angeles Wealth Management
California
$225K +$210K +1,783 New
TCOV
1274
Trust Company of Vermont
Vermont
$224K +$31K +263 +17%
CWP
1275
Concord Wealth Partners
Virginia
$224K +$17.8K +151 +9%
49 50
51
52 53