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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
1301
Fukoku Mutual Life Insurance
Japan
$505K +$502K +2,458 New
JCM
1302
Janney Capital Management
Pennsylvania
$501K – – –
AP
1303
Adero Partners
California
$500K +$13.3K +65 +3%
OWA
1304
One Wealth Advisors
California
$499K -$62.3K -305 -11%
MW
1305
Marcum Wealth
Ohio
$496K +$115K +563 +30%
CWA
1306
CM Wealth Advisors
Ohio
$495K – – –
CG
1307
Corundum Group
Colorado
$493K – – –
MHC
1308
Meyer Handelman Company
New York
$493K – – –
CCA
1309
Childress Capital Advisors
Texas
$490K -$8.17K -40 -2%
VVP
1310
Venture Visionary Partners
Ohio
$490K +$10.2K +50 +2%
MAG
1311
M3 Advisory Group
Massachusetts
$489K -$2.86K -14 -0.6%
SMA
1312
Sage Mountain Advisors
Georgia
$489K +$12.9K +63 +3%
CI Investments Inc
1313
CI Investments Inc
Ontario, Canada
$489K -$5.72K -28 -1%
CWG
1314
Cornerstone Wealth Group
North Carolina
$488K +$15.3K +75 +3%
MSFP
1315
Mark Sheptoff Financial Planning
Connecticut
$488K – – –
FNBOMD
1316
First National Bank of Mount Dora
Florida
$486K -$25.9K -127 -5%
IWM
1317
IHT Wealth Management
Illinois
$485K -$141K -693 -23%
PCP
1318
Proficio Capital Partners
Massachusetts
$485K +$158K +775 +49%
FBT
1319
First Bank & Trust
South Dakota
$483K +$98.4K +482 +26%
AWA
1320
Arkadios Wealth Advisors
Georgia
$482K -$35.3K -173 -7%
RPWA
1321
Regent Peak Wealth Advisors
Georgia
$482K +$204 +1 +0%
BAM
1322
Belpointe Asset Management
Nevada
$481K +$5.92K +29 +1%
DBRC
1323
D.B. Root & Company
Pennsylvania
$476K -$80.4K -394 -15%
SCM
1324
Schnieders Capital Management
California
$472K -$5.1K -25 -1%
BW
1325
Bison Wealth
Georgia
$472K +$23.7K +116 +5%