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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
1426
Canandaigua National Bank & Trust
New York
$309K -$10.3K -57 -3%
EM
1427
Excalibur Management
Massachusetts
$309K -$31.7K -175 -9%
SW
1428
SVB Wealth
Massachusetts
$308K +$324K +1,787 New
TPWA
1429
TRUE Private Wealth Advisors
Oregon
$308K +$15.6K +86 +5%
CFP
1430
Cascade Financial Partners
California
$307K – – –
OPA
1431
Old Port Advisors
Maine
$306K +$2.18K +12 +0.7%
FG
1432
Fiduciary Group
Georgia
$305K +$12.7K +70 +4%
QFPS
1433
Quantum Financial Planning Services
Washington
$304K – – –
LFG
1434
Larson Financial Group
Missouri
$304K +$81.8K +451 +34%
T
1435
TOBAM
France
$303K +$319K +1,758 New
SI
1436
Seeds Investor
New York
$301K -$139K -767 -31%
TPI
1437
Trust Point Inc
Wisconsin
$301K -$22.1K -122 -7%
BIG
1438
Brookwood Investment Group
Arizona
$301K +$316K +1,743 New
ARC
1439
Advisor Resource Council
Texas
$300K -$3.51M -19,365 -92%
PIWA
1440
Prevail Innovative Wealth Advisors
Kansas
$300K – – –
TCOT
1441
Trust Company of Toledo
Ohio
$300K -$2.54K -14 -0.8%
KFS
1442
Kaizen Financial Strategies
California
$300K +$544 +3 +0.2%
SIM
1443
Sentry Investment Management
Wisconsin
$299K – – –
SEIA
1444
Signature Estate & Investment Advisors
California
$299K -$7.98K -44 -2%
NHC
1445
Nicholas Hoffman & Company
Georgia
$297K +$3.45K +19 +1%
MG
1446
Mather Group
Illinois
$297K -$59.7K -329 -16%
IWA
1447
IVC Wealth Advisors
Pennsylvania
$297K +$544 +3 +0.2%
NPF
1448
Norris Perne & French
Michigan
$296K -$18.1K -100 -6%
JSW
1449
Journey Strategic Wealth
New Jersey
$296K +$18.7K +103 +6%
HTIM
1450
Harbour Trust & Investment Management
Indiana
$296K – – –
56 57
58
59 60