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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
1251
Silver Oak Securities
Tennessee
$612K +$39.8K +182 +7%
SQA
1252
Simon Quick Advisors
New Jersey
$610K +$193K +880 +47%
FB
1253
Finward Bancorp
Indiana
$609K – – –
WAG
1254
Wallace Advisory Group
California
$609K -$49.9K -228 -7%
WA
1255
Wealth Alliance
New York
$606K +$166K +758 +38%
PPWP
1256
Premier Path Wealth Partners
New Jersey
$606K +$56.7K +259 +10%
PWMAG
1257
Pinnacle Wealth Management Advisory Group
New Jersey
$604K +$1.75K +8 +0.3%
RWP
1258
RWA Wealth Partners
Massachusetts
$603K -$114K -520 -16%
FC
1259
Forte Capital
New York
$602K -$41.6K -190 -7%
CFO
1260
CVA Family Office
Colorado
$598K +$14.2K +65 +2%
SG
1261
Somerset Group
Minnesota
$594K – – –
CWG
1262
Cornerstone Wealth Group
North Carolina
$592K +$66.3K +303 +13%
SMA
1263
Sage Mountain Advisors
Georgia
$588K +$61.5K +281 +12%
EWS
1264
Evergreen Wealth Solutions
Pennsylvania
$588K -$179K -818 -23%
TIA
1265
Tiemann Investment Advisors
California
$586K -$52.5K -240 -8%
LG
1266
Leuthold Group
Minnesota
$585K -$16K -73 -3%
ILI
1267
Invesco LLC (Illinois)
Illinois
$582K +$133K +608 +30%
TCM
1268
Tributary Capital Management
Nebraska
$581K -$19.7K -90 -3%
FM
1269
Foster & Motley
Ohio
$580K -$4.16K -19 -0.7%
FFA
1270
Florida Financial Advisors
Florida
$579K +$313K +1,430 +120%
MAM
1271
Marotta Asset Management
Virginia
$577K – – –
IAA
1272
Ironsides Asset Advisors
North Carolina
$576K -$224K -1,025 -28%
WF
1273
WoodTrust Financial
Wisconsin
$576K – – –
PBO
1274
Peoples Bank (Ohio)
Ohio
$575K -$912K -4,165 -62%
KIM
1275
Kane Investment Management
California
$573K +$568K +2,593 New
49 50
51
52 53