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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1276
Flagship Wealth Advisors
Massachusetts
$492K – – –
BCM
1277
Blume Capital Management
California
$491K -$276K -1,524 -35%
PWMAG
1278
Pinnacle Wealth Management Advisory Group
New Jersey
$485K +$14K +77 +3%
LCM
1279
Laurion Capital Management
New York
$482K +$507K +2,796 New
AR
1280
Apeiron RIA
Texas
$481K -$3.45K -19 -0.7%
SCM
1281
Schnieders Capital Management
California
$480K +$87.6K +483 +21%
S
1282
Sunpointe
Missouri
$479K +$504K +2,780 New
FB
1283
Finward Bancorp
Indiana
$476K – – –
BFA
1284
Beacon Financial Advisory
Ohio
$475K -$99.7K -550 -17%
WTC
1285
WhitTier Trust Company
Nevada
$474K -$14.5K -80 -3%
VIM
1286
Vista Investment Management
Pennsylvania
$472K -$18.1K -100 -4%
OTPPB
1287
Ontario Teachers' Pension Plan Board
Ontario, Canada
$472K -$85.4K -471 -15%
AWA
1288
Aaron Wealth Advisors
Illinois
$472K -$81.6K -450 -14%
RWP
1289
RWA Wealth Partners
Massachusetts
$471K – – –
RFW
1290
Rainier Family Wealth
Washington
$470K -$87.8K -484 -15%
PDL
1291
Portfolio Design Labs
California
$469K -$452K -2,491 -48%
IAA
1292
Ironsides Asset Advisors
North Carolina
$467K +$18K +99 +4%
AC
1293
AlphaCore Capital
California
$467K +$169K +934 +53%
SAM
1294
Secure Asset Management
Michigan
$465K +$489K +2,698 New
PPWP
1295
Premier Path Wealth Partners
New Jersey
$464K -$9.25K -51 -2%
SG
1296
Somerset Group
Minnesota
$464K – – –
DWP
1297
Daymark Wealth Partners
Ohio
$461K +$121K +667 +33%
TIA
1298
Tiemann Investment Advisors
California
$458K – – –
SMA
1299
Sage Mountain Advisors
Georgia
$457K -$2.54K -14 -0.5%
CFO
1300
CVA Family Office
Colorado
$455K -$12.5K -69 -3%
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