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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1301
CM Wealth Advisors
Ohio
$532K – – –
LAM
1302
L2 Asset Management
Massachusetts
$532K +$47.5K +217 +10%
CG
1303
Corundum Group
Colorado
$530K – – –
MHC
1304
Meyer Handelman Company
New York
$530K – – –
FMLI
1305
Fukoku Mutual Life Insurance
Japan
$527K -$15.3K -70 -3%
FBC
1306
Fairfield, Bush & Co
Connecticut
$527K +$205K +935 +64%
IWM
1307
IHT Wealth Management
Illinois
$526K +$4.6K +21 +0.9%
CL
1308
CSS LLC
Illinois
$526K -$696K -3,180 -57%
MSFP
1309
Mark Sheptoff Financial Planning
Connecticut
$525K – – –
GS
1310
GTS Securities
Florida
$524K -$486K -2,218 -48%
RMDI
1311
R.M. Davis Inc
Maine
$519K +$58.2K +266 +13%
CCA
1312
Childress Capital Advisors
Texas
$518K -$8.76K -40 -2%
JSSH
1313
J. Safra Sarasin Holding
$516K +$512K +2,338 New
BWG
1314
Berry Wealth Group
Texas
$515K +$27.8K +127 +6%
RPWA
1315
Regent Peak Wealth Advisors
Georgia
$514K -$3.28K -15 -0.6%
3IP
1316
3Chopt Investment Partners
Virginia
$512K +$508K +2,319 New
CFFP
1317
Center for Financial Planning
Michigan
$511K +$3.94K +18 +0.8%
WA
1318
Wambolt & Associates
Colorado
$511K -$104K -475 -17%
SCM
1319
Schnieders Capital Management
California
$508K – – –
WCF
1320
West Coast Financial
California
$506K – – –
BW
1321
Blalock Williams
Alabama
$505K +$45.1K +206 +10%
JWM
1322
Jackson Wealth Management
Florida
$504K -$60.4K -276 -11%
GAA
1323
Global Assets Advisory
Florida
$503K +$526K +2,403 New
BCG
1324
Breakwater Capital Group
New Jersey
$502K +$247K +1,128 +99%
SRL
1325
Scientech Research LLC
New Jersey
$501K +$23.9K +109 +5%
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