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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1476
Wimmer Associates 1
California
$235K +$216K +1,310 New
AMM
1477
American Money Management
California
$235K +$216K +1,309 New
CCA
1478
Catalyst Capital Advisors
New York
$234K -$72.9K -442 -25%
FW
1479
FullCircle Wealth
Texas
$234K +$192K +1,161 New
SB
1480
Simmons Bank
Arkansas
$234K -$37.1K -225 -15%
AIA
1481
Affinity Investment Advisors
California
$232K +$213K +1,293 New
SIG
1482
Stonegate Investment Group
Alabama
$229K -$60.4K -366 -22%
CWP
1483
Concord Wealth Partners
Virginia
$229K +$45K +273 +27%
IC
1484
Inscription Capital
Texas
$229K +$210K +1,273 New
AAMA
1485
Advanced Asset Management Advisors
Ohio
$227K – – –
FPGT
1486
Financial Partners Group (Tennessee)
Tennessee
$227K +$208K +1,264 New
KOMWMG
1487
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$227K +$208K +1,261 New
TAM
1488
Trillium Asset Management
Massachusetts
$225K +$207K +1,255 New
CCAM
1489
Cascades Capital Asset Management
North Carolina
$225K +$206K +1,250 New
FFA
1490
Fragasso Financial Advisors
Pennsylvania
$225K +$206K +1,250 New
CJ
1491
Caitlin John
Michigan
$224K +$136K +827 +366%
UF
1492
Univest Financial
Pennsylvania
$224K +$206K +1,248 New
FMP
1493
Financial Management Professionals
Texas
$224K -$1.32K -8 -0.6%
BAM
1494
Berkshire Asset Management
Pennsylvania
$224K – – –
CWS
1495
Cypress Wealth Services
California
$223K +$205K +1,242 New
MCM
1496
Monument Capital Management
Virginia
$223K +$205K +1,241 New
FFWA
1497
Forthright Family Wealth Advisory
Texas
$223K +$177K +1,074 New
LSA
1498
Lion Street Advisors
Texas
$222K +$203K +1,233 New
CPW
1499
Crestmont Private Wealth
Texas
$221K +$203K +1,228 New
NAM
1500
NTV Asset Management
West Virginia
$221K +$203K +1,228 New
58 59
60
61 62