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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1251
Janney Capital Management
Pennsylvania
$438K – – –
CCA
1252
Childress Capital Advisors
Texas
$436K – – –
PPWP
1253
Premier Path Wealth Partners
New Jersey
$435K +$10.9K +66 +3%
CF
1254
Centaurus Financial
California
$435K +$81.3K +493 +26%
DC
1255
Diametric Capital
Massachusetts
$433K +$398K +2,413 New
CI Investments Inc
1256
CI Investments Inc
Ontario, Canada
$433K +$61.4K +372 +18%
CWA
1257
CM Wealth Advisors
Ohio
$433K – – –
CG
1258
Corundum Group
Colorado
$431K – – –
MHC
1259
Meyer Handelman Company
New York
$431K – – –
MAG
1260
M3 Advisory Group
Massachusetts
$431K -$12.7K -77 -3%
CWM
1261
Connecticut Wealth Management
Connecticut
$428K – – –
MSFP
1262
Mark Sheptoff Financial Planning
Connecticut
$427K – – –
AP
1263
Adero Partners
California
$426K +$12.5K +76 +3%
DFCM
1264
Dark Forest Capital Management
Puerto Rico
$424K +$389K +2,361 New
RPWA
1265
Regent Peak Wealth Advisors
Georgia
$421K +$4.62K +28 +1%
VVP
1266
Venture Visionary Partners
Ohio
$419K -$37.8K -229 -9%
SCM
1267
Schnieders Capital Management
California
$418K +$15.2K +92 +4%
LAM
1268
L2 Asset Management
Massachusetts
$417K +$12.9K +78 +3%
SMA
1269
Sage Mountain Advisors
Georgia
$417K -$21.1K -128 -5%
FI
1270
Fosun International
China
$416K – – –
IBOK
1271
Independence Bank of Kentucky
Kentucky
$415K +$91.5K +555 +32%
TPI
1272
Trust Point Inc
Wisconsin
$415K +$7.59K +46 +2%
CWG
1273
Cornerstone Wealth Group
North Carolina
$414K +$12.9K +78 +4%
CFFP
1274
Center for Financial Planning
Michigan
$413K – – –
IIM
1275
Ipswich Investment Management
Massachusetts
$412K – – –