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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
1401
Lloyd Advisory Services
Georgia
$334K +$351K +1,936 New
GFP
1402
Gryphon Financial Partners
Ohio
$333K -$28.7K -158 -8%
KFSC
1403
Keystone Financial Services (Colorado)
Colorado
$332K +$34.6K +191 +11%
OWA
1404
Opal Wealth Advisors
New York
$331K -$254K -1,403 -42%
PWP
1405
Phillips Wealth Planners
Mississippi
$330K +$2.54K +14 +0.7%
HP
1406
Highlander Partners
Texas
$328K – – –
IC
1407
Iconiq Capital
California
$326K -$209K -1,152 -38%
PFA
1408
Pure Financial Advisors
California
$325K +$176K +972 +107%
HHRDM
1409
H&H Retirement Design & Management
Nevada
$324K +$20.9K +115 +6%
PWG
1410
Portside Wealth Group
Utah
$323K +$25K +138 +8%
DP
1411
Dearborn Partners
Illinois
$322K -$2.18K -12 -0.6%
VI
1412
Versor Investments
New York
$317K -$7.25K -40 -2%
CAU
1413
Caxton Associates (UK)
$317K -$9.14M -50,402 -96%
OCM
1414
Osterweis Capital Management
California
$317K +$93.9K +518 +39%
CA
1415
Crewe Advisors
Utah
$316K +$363 +2 +0.1%
HBT
1416
Heartland Bank & Trust
Illinois
$316K -$10.5K -58 -3%
LPAM
1417
Lodestar Private Asset Management
California
$316K – – –
NAM
1418
NTV Asset Management
West Virginia
$315K -$2K -11 -0.6%
IC
1419
Inscription Capital
Texas
$314K +$330K +1,821 New
GWANC
1420
Guardian Wealth Advisors (North Carolina)
North Carolina
$312K +$9.97K +55 +3%
FNBOMD
1421
First National Bank of Mount Dora
Florida
$312K -$18.1K -100 -5%
CH
1422
Cromwell Holdings
Wyoming
$312K – – –
RWB
1423
RMR Wealth Builders
New Jersey
$311K -$4.71K -26 -1%
MAWA
1424
Moss Adams Wealth Advisors
Washington
$310K -$52.8K -291 -14%
MSS
1425
Mitchell Sinkler & Starr
Pennsylvania
$310K +$47.5K +262 +17%
55 56
57
58 59