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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1276
Cassaday & Co Wealth Management
Virginia
$336K +$306K +2,101 New
UCI
1277
Uncommon Cents Investing
Wisconsin
$336K – – –
GWP
1278
Gen-Wealth Partners
Michigan
$336K +$306K +2,100 New
EM
1279
Excalibur Management
Massachusetts
$335K – – –
SIA
1280
Soltis Investment Advisors
Utah
$334K -$33.6K -231 -10%
LAM
1281
L2 Asset Management
Massachusetts
$334K +$17.8K +122 +6%
BCV
1282
Banque Cantonale Vaudoise
Switzerland
$333K -$785K -5,390 -72%
CA
1283
Claro Advisors
Massachusetts
$332K +$13.4K +92 +5%
CCG
1284
Cypress Capital Group
Florida
$331K +$7.72K +53 +3%
PFS
1285
Physicians Financial Services
North Carolina
$330K – – –
FCG
1286
Fielder Capital Group
Tennessee
$330K +$2.77K +19 +0.9%
FFA
1287
Farther Finance Advisors
California
$329K +$122K +836 +67%
CNBT
1288
Canandaigua National Bank & Trust
New York
$324K -$15.3K -105 -5%
T. Rowe Price Investment Management
1289
T. Rowe Price Investment Management
Maryland
$323K +$143K +979 +94%
WWM
1290
Western Wealth Management
Colorado
$322K +$3.06K +21 +1%
CFGS
1291
Concourse Financial Group Securities
Alabama
$322K +$76.3K +524 +35%
KFS
1292
Kaizen Financial Strategies
California
$322K -$16.7K -115 -5%
AT
1293
Arden Trust
Delaware
$322K -$5.83K -40 -2%
HHRDM
1294
H&H Retirement Design & Management
Nevada
$321K +$314K +2,156 New
BMMM
1295
Boston Mountain Money Management
Arkansas
$321K +$292K +2,006 New
BCFD
1296
Boit C.F. David
$320K +$43.7K +300 +16%
BFO
1297
Biltmore Family Office
North Carolina
$320K – – –
CM
1298
Castleark Management
Illinois
$320K – – –
BWM
1299
Baron Wealth Management
Michigan
$319K -$17K -117 -6%
WA
1300
Waverly Advisors
Alabama
$318K +$290K +1,992 New