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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1326
Alera Investment Advisors
Illinois
$362K +$31K +188 +10%
SCM
1327
Sandler Capital Management
New York
$359K -$107K -650 -25%
BFO
1328
Biltmore Family Office
North Carolina
$359K – – –
CM
1329
Castleark Management
Illinois
$359K – – –
IWA
1330
Icon Wealth Advisors
Texas
$358K – – –
PWP
1331
Phillips Wealth Planners
Mississippi
$357K +$5.77K +35 +2%
MPM
1332
MBB Public Markets
Illinois
$356K -$6.48M -39,298 -95%
NPT
1333
Nixon Peabody Trust
Massachusetts
$355K – – –
GA
1334
Greenspring Advisors
Maryland
$354K +$325K +1,971 New
EM
1335
Excalibur Management
Massachusetts
$354K -$20.6K -125 -6%
QC
1336
Quent Capital
New York
$351K +$115K +700 +56%
WMA
1337
Wealth Management Associates
New Jersey
$350K +$1.98K +12 +0.6%
BMMM
1338
Boston Mountain Money Management
Arkansas
$348K -$3.46K -21 -1%
KMWM
1339
Keudell/Morrison Wealth Management
Oregon
$347K -$30.8K -187 -9%
CNBT
1340
Canandaigua National Bank & Trust
New York
$346K +$7.26K +44 +2%
WA
1341
Wealth Alliance
New York
$345K -$130K -787 -29%
DP
1342
Dearborn Partners
Illinois
$338K – – –
OFS
1343
OneAscent Financial Services
Alabama
$336K +$308K +1,870 New
FBT
1344
First Bank & Trust
South Dakota
$336K +$51.5K +312 +20%
MW
1345
Marcum Wealth
Ohio
$332K -$7.09K -43 -2%
MPW
1346
Monterey Private Wealth
California
$332K – – –
OPA
1347
Old Port Advisors
Maine
$330K -$20K -121 -6%
LFG
1348
Larson Financial Group
Missouri
$330K +$45.2K +274 +18%
LPAM
1349
Lodestar Private Asset Management
California
$329K – – –
PVM
1350
Palogic Value Management
Texas
$328K -$9.4K -57 -3%
52 53
54
55 56