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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1451
Fi3 Financial Advisors
Indiana
$249K +$229K +1,386 New
SAG
1452
SageView Advisory Group
California
$249K -$94.2K -571 -29%
SBIA
1453
Sheaff Brock Investment Advisors
Indiana
$248K – – –
CLOS
1454
Compagnie Lombard Odier SCmA
Switzerland
$248K -$38.4K -233 -14%
FFA
1455
Frazier Financial Advisors
Ohio
$248K -$2.8K -17 -1%
EA
1456
Ergawealth Advisors
Illinois
$248K – – –
SWA
1457
SFMG Wealth Advisors
Texas
$247K +$2.64K +16 +1%
RZH
1458
Relyea Zuckerberg Hanson
Connecticut
$246K +$226K +1,371 New
JSW
1459
Journey Strategic Wealth
New Jersey
$246K +$225K +1,367 New
DFA
1460
DHJJ Financial Advisors
Illinois
$245K -$495 -3 -0.2%
CA
1461
Continuum Advisory
Idaho
$245K +$33.2K +201 +21%
SGI
1462
Summit Global Investments
Utah
$244K -$1.81K -11 -0.8%
GIA
1463
Gateway Investment Advisers
Ohio
$244K -$27.2K -165 -11%
JWA
1464
JFS Wealth Advisors
Pennsylvania
$243K +$825 +5 +0.4%
AUB
1465
Atlantic Union Bankshares
Virginia
$243K – – –
SWM
1466
Seed Wealth Management
Illinois
$243K – – –
CSB
1467
City State Bank
Iowa
$242K – – –
NICM
1468
Neo Ivy Capital Management
New York
$240K +$221K +1,340 New
CC
1469
Courier Capital
New York
$238K +$219K +1,327 New
SAI
1470
Savvy Advisors Inc
New York
$238K +$218K +1,324 New
OAS
1471
Optivise Advisory Services
Tennessee
$238K -$40.6K -246 -16%
OCM
1472
Osterweis Capital Management
California
$237K -$41.4K -251 -16%
WP
1473
WMS Partners
Maryland
$236K +$217K +1,314 New
GA
1474
GSG Advisors
New Jersey
$236K +$214K +1,300 New
CCA
1475
Cobblestone Capital Advisors
New York
$235K +$216K +1,310 New
57 58
59
60 61