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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1301
Janney Capital Management
Pennsylvania
$501K
AP
1302
Adero Partners
California
$500K +$13.3K +65 +3%
OWA
1303
One Wealth Advisors
California
$499K -$62.3K -305 -11%
MW
1304
Marcum Wealth
Ohio
$496K +$115K +563 +30%
CWA
1305
CM Wealth Advisors
Ohio
$495K
CG
1306
Corundum Group
Colorado
$493K
MHC
1307
Meyer Handelman Company
New York
$493K
CCA
1308
Childress Capital Advisors
Texas
$490K -$8.17K -40 -2%
VVP
1309
Venture Visionary Partners
Ohio
$490K +$10.2K +50 +2%
MAG
1310
M3 Advisory Group
Massachusetts
$489K -$2.86K -14 -0.6%
SMA
1311
Sage Mountain Advisors
Georgia
$489K +$12.9K +63 +3%
CI Investments Inc
1312
CI Investments Inc
Ontario, Canada
$489K -$5.72K -28 -1%
CWG
1313
Cornerstone Wealth Group
North Carolina
$488K +$15.3K +75 +3%
MSFP
1314
Mark Sheptoff Financial Planning
Connecticut
$488K
FNBOMD
1315
First National Bank of Mount Dora
Florida
$486K -$25.9K -127 -5%
IWM
1316
IHT Wealth Management
Illinois
$485K -$141K -693 -23%
PCP
1317
Proficio Capital Partners
Massachusetts
$485K +$158K +775 +49%
FBT
1318
First Bank & Trust
South Dakota
$483K +$98.4K +482 +26%
AWA
1319
Arkadios Wealth Advisors
Georgia
$482K -$35.3K -173 -7%
RPWA
1320
Regent Peak Wealth Advisors
Georgia
$482K +$204 +1 +0%
BAM
1321
Belpointe Asset Management
Nevada
$481K +$5.92K +29 +1%
DBRC
1322
D.B. Root & Company
Pennsylvania
$476K -$80.4K -394 -15%
SCM
1323
Schnieders Capital Management
California
$472K -$5.1K -25 -1%
BW
1324
Bison Wealth
Georgia
$472K +$23.7K +116 +5%
CFFP
1325
Center for Financial Planning
Michigan
$472K