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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1326
Janney Capital Management
Pennsylvania
$421K – – –
CC
1327
Cadinha & Co
Hawaii
$421K -$15.6M -85,985 -97%
AUB
1328
Atlantic Union Bankshares
Virginia
$420K +$197K +1,088 +81%
FFG
1329
Fortem Financial Group
California
$420K -$571K -3,147 -56%
CPRC
1330
Consolidated Portfolio Review Corp
New York
$418K +$440K +2,425 New
CWA
1331
CM Wealth Advisors
Ohio
$416K – – –
CG
1332
Corundum Group
Colorado
$414K – – –
MHC
1333
Meyer Handelman Company
New York
$414K – – –
MSFP
1334
Mark Sheptoff Financial Planning
Connecticut
$411K +$1.63K +9 +0.4%
CCA
1335
Childress Capital Advisors
Texas
$408K +$3.81K +21 +0.9%
CWS
1336
Cypress Wealth Services
California
$406K +$155K +857 +57%
TFA
1337
Tranquilli Financial Advisor
New Jersey
$402K +$107K +591 +34%
BCM
1338
Brown Capital Management
Maryland
$401K -$174K -960 -29%
CFFP
1339
Center for Financial Planning
Michigan
$399K – – –
CSPIA
1340
Cary Street Partners Investment Advisory
Virginia
$399K +$12.7K +70 +3%
WF
1341
WoodTrust Financial
Wisconsin
$398K -$54.4K -300 -12%
BWG
1342
Berry Wealth Group
Texas
$398K -$4.17K -23 -1%
WWM
1343
Western Wealth Management
Colorado
$397K +$17K +94 +4%
BCG
1344
Breakwater Capital Group
New Jersey
$397K +$5.08K +28 +1%
LI
1345
Lafayette Investments
Maryland
$394K -$272K -1,500 -40%
PWM
1346
Power Wealth Management
Georgia
$394K +$49.5K +273 +14%
IWM
1347
IHT Wealth Management
Illinois
$393K -$18.7K -103 -4%
IBOK
1348
Independence Bank of Kentucky
Kentucky
$392K +$41.7K +230 +11%
TC
1349
Truvestments Capital
Florida
$388K -$35K -193 -8%
AF
1350
Arrow Financial
New York
$388K – – –
52 53
54
55 56