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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1301
Corundum Group
Colorado
$530K – – –
MHC
1302
Meyer Handelman Company
New York
$530K – – –
FMLI
1303
Fukoku Mutual Life Insurance
Japan
$527K -$15.3K -70 -3%
FBC
1304
Fairfield, Bush & Co
Connecticut
$527K +$205K +935 +64%
IWM
1305
IHT Wealth Management
Illinois
$526K +$4.6K +21 +0.9%
CL
1306
CSS LLC
Illinois
$526K -$696K -3,180 -57%
MSFP
1307
Mark Sheptoff Financial Planning
Connecticut
$525K – – –
GS
1308
GTS Securities
Florida
$524K -$486K -2,218 -48%
RMDI
1309
R.M. Davis Inc
Maine
$519K +$58.2K +266 +13%
CCA
1310
Childress Capital Advisors
Texas
$518K -$8.76K -40 -2%
JSSH
1311
J. Safra Sarasin Holding
$516K +$512K +2,338 New
BWG
1312
Berry Wealth Group
Texas
$515K +$27.8K +127 +6%
RPWA
1313
Regent Peak Wealth Advisors
Georgia
$514K -$3.28K -15 -0.6%
3IP
1314
3Chopt Investment Partners
Virginia
$512K +$508K +2,319 New
CFFP
1315
Center for Financial Planning
Michigan
$511K +$3.94K +18 +0.8%
WA
1316
Wambolt & Associates
Colorado
$511K -$104K -475 -17%
SCM
1317
Schnieders Capital Management
California
$508K – – –
WCF
1318
West Coast Financial
California
$506K – – –
BW
1319
Blalock Williams
Alabama
$505K +$45.1K +206 +10%
JWM
1320
Jackson Wealth Management
Florida
$504K -$60.4K -276 -11%
GAA
1321
Global Assets Advisory
Florida
$503K +$526K +2,403 New
BCG
1322
Breakwater Capital Group
New Jersey
$502K +$247K +1,128 +99%
SRL
1323
Scientech Research LLC
New Jersey
$501K +$23.9K +109 +5%
MAG
1324
M3 Advisory Group
Massachusetts
$499K -$27.1K -124 -5%
DBRC
1325
D.B. Root & Company
Pennsylvania
$498K -$13.1K -60 -3%
51 52
53
54 55