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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1401
Opal Wealth Advisors
New York
$237K -$11.8K -82 -4%
CCG
1402
Cypress Capital Group
Florida
$235K -$28.4K -198 -10%
OFG
1403
Oxford Financial Group
Indiana
$235K +$20.9K +146 +9%
DW30
1404
Drucker Wealth 3.0
New Jersey
$234K -$154K -1,075 -37%
TPI
1405
Trust Point Inc
Wisconsin
$233K +$9.31K +65 +4%
CH
1406
Cromwell Holdings
Wyoming
$233K – – –
GA
1407
Greenspring Advisors
Maryland
$232K +$258K +1,800 New
CFP
1408
Cascade Financial Partners
California
$229K – – –
FG
1409
Fiduciary Group
Georgia
$228K – – –
JCM
1410
Jacobsen Capital Management
Utah
$228K +$13.9K +97 +6%
TCOT
1411
Trust Company of Toledo
Ohio
$227K +$3.73K +26 +1%
EP
1412
Essential Partners
California
$226K +$248K +1,734 +8,257%
AIM
1413
Advyzon Investment Management
Illinois
$226K +$251K +1,750 New
OPA
1414
Old Port Advisors
Maine
$225K -$4.01K -28 -2%
SA
1415
Sonoma Allocations
California
$225K +$273K +1,904 New
CAM
1416
Concorde Asset Management
Michigan
$224K +$255K +1,779 New
PIWA
1417
Prevail Innovative Wealth Advisors
Kansas
$224K – – –
IWA
1418
IVC Wealth Advisors
Pennsylvania
$224K +$1.72K +12 +0.7%
NHC
1419
Nicholas Hoffman & Company
Georgia
$222K – – –
FPWM
1420
FSB Premier Wealth Management
Iowa
$222K +$10.9K +76 +5%
NPF
1421
Norris Perne & French
Michigan
$222K – – –
CA
1422
Crewe Advisors
Utah
$220K -$17.6K -123 -7%
FMLI
1423
Fukoku Mutual Life Insurance
Japan
$220K -$907K -6,330 -79%
FHC
1424
First Heartland Consultants
Missouri
$220K -$1.15K -8 -0.5%
CNBT
1425
Canandaigua National Bank & Trust
New York
$219K -$13.3K -93 -5%
55 56
57
58 59