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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1501
Chicago Partners Investment Group
Illinois
$309K +$4.7K +23 +2%
SC
1502
Steph & Co
Wisconsin
$307K -$150K -736 -33%
KSWWM
1503
Keyes Stange & Wooten Wealth Management
Florida
$306K -$5.1K -25 -2%
RCM
1504
Raleigh Capital Management
North Carolina
$305K -$310K -1,519 -51%
RT
1505
Rockland Trust
Massachusetts
$304K -$15.3K -75 -5%
1WM
1506
1858 Wealth Management
Ohio
$301K -$2.65K -13 -0.9%
FMTC
1507
Farmers & Merchants Trust Company
California
$301K – – –
SAI
1508
Savvy Advisors Inc
New York
$299K +$27.2K +133 +10%
CAM
1509
Cidel Asset Management
Ontario, Canada
$298K – – –
FBC
1510
Fairfield, Bush & Co
Connecticut
$298K +$65.3K +320 +28%
VCP
1511
Verus Capital Partners
Arizona
$297K -$12K -59 -4%
CA
1512
Crewe Advisors
Utah
$295K +$294K +1,438 New
CAM
1513
Claret Asset Management
Quebec, Canada
$293K +$1.84K +9 +0.6%
MAM
1514
Mainsail Asset Management
Alabama
$293K – – –
JSW
1515
Journey Strategic Wealth
New Jersey
$293K +$11.8K +58 +4%
GCP
1516
GSA Capital Partners
United Kingdom
$292K -$216K -1,058 -43%
AWA
1517
AGH Wealth Advisors
Kansas
$291K +$290K +1,419 New
AC
1518
AlphaCore Capital
California
$291K +$289K +1,415 New
EWS
1519
Eagle Wealth Strategies
New Jersey
$290K – – –
CCM
1520
Chickasaw Capital Management
Tennessee
$290K – – –
CAS
1521
Coppell Advisory Solutions
Texas
$290K +$54.7K +268 +24%
EFM
1522
E Fund Management
China
$289K +$287K +1,408 New
WIA
1523
Wetzel Investment Advisors
Indiana
$289K – – –
JIP
1524
Jaffetilchin Investment Partners
Florida
$286K -$7.55K -37 -3%
FFA
1525
Frazier Financial Advisors
Ohio
$284K – – –
59 60
61
62 63