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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1501
Wellspring Financial Advisors
Ohio
$320K -$53.2K -243 -14%
MPM
1502
MBB Public Markets
Illinois
$317K +$314K +1,434 New
CAG
1503
Csenge Advisory Group
Florida
$316K -$136K -621 -29%
CCA
1504
Cottonwood Capital Advisors
Utah
$316K -$46.9K -214 -13%
MAM
1505
Mainsail Asset Management
Alabama
$315K +$657 +3 +0.2%
CCA
1506
Carrera Capital Advisors
Michigan
$315K -$246K -1,124 -44%
FA
1507
Fedenia Advisers
Wisconsin
$314K -$31.1K -142 -9%
CAM
1508
Claret Asset Management
Quebec, Canada
$313K -$1.75K -8 -0.6%
AWA
1509
AGH Wealth Advisors
Kansas
$312K -$1.09K -5 -0.4%
CCM
1510
Chickasaw Capital Management
Tennessee
$312K – – –
JIP
1511
Jaffetilchin Investment Partners
Florida
$309K +$1.09K +5 +0.4%
CAM
1512
Cidel Asset Management
Ontario, Canada
$307K -$12.9K -59 -4%
KCM
1513
Kathmere Capital Management
Pennsylvania
$305K +$19.3K +88 +7%
CLOS
1514
Compagnie Lombard Odier SCmA
Switzerland
$305K – – –
FFA
1515
Frazier Financial Advisors
Ohio
$305K – – –
EA
1516
Ergawealth Advisors
Illinois
$304K – – –
IF
1517
Intrua Financial
Texas
$304K – – –
MFWP
1518
Mosaic Family Wealth Partners
Missouri
$303K +$86.9K +397 +41%
SWA
1519
SFMG Wealth Advisors
Texas
$301K -$2.19K -10 -0.7%
KSWWM
1520
Keyes Stange & Wooten Wealth Management
Florida
$301K -$27.4K -125 -8%
SWA
1521
Strategies Wealth Advisors
Michigan
$300K +$298K +1,359 New
WIA
1522
Wetzel Investment Advisors
Indiana
$299K -$10.7K -49 -3%
JWA
1523
JFS Wealth Advisors
Pennsylvania
$299K +$438 +2 +0.1%
AUB
1524
Atlantic Union Bankshares
Virginia
$298K – – –
SWM
1525
Seed Wealth Management
Illinois
$298K – – –
59 60
61
62 63