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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1526
Vigilare Wealth Management
Arizona
$208K +$191K +1,160 New
FWM
1527
Fairhaven Wealth Management
Illinois
$208K +$191K +1,158 New
KWMG
1528
King Wealth Management Group
Florida
$207K +$190K +1,154 New
BCG
1529
Breakwater Capital Group
New Jersey
$206K +$189K +1,148 New
CCFCSB
1530
Cape Cod Five Cents Savings Bank
Massachusetts
$206K -$37.8K -229 -17%
SSB
1531
Sandy Spring Bank
Maryland
$206K -$12.4K -75 -6%
WHCI
1532
W.H. Cornerstone Investments
Massachusetts
$204K +$187K +1,135 New
BW
1533
Basepoint Wealth
Iowa
$203K +$187K +1,132 New
BPWM
1534
Badgley Phelps Wealth Managers
Washington
$203K +$186K +1,130 New
FBC
1535
Fairfield, Bush & Co
Connecticut
$203K +$186K +1,130 New
CAS
1536
Coppell Advisory Solutions
Texas
$203K -$37.9K -230 -17%
RIL
1537
Rothschild Investment LLC
Illinois
$202K +$6.1K +37 +3%
FPWM
1538
FSB Premier Wealth Management
Iowa
$202K +$186K +1,125 New
YIA
1539
YHB Investment Advisors
Connecticut
$202K +$186K +1,125 New
CIP
1540
Convergence Investment Partners
Florida
$201K +$185K +1,119 New
DWP
1541
Daymark Wealth Partners
Ohio
$201K +$185K +1,119 New
NERM
1542
New England Research & Management
Illinois
$201K +$185K +1,121 New
JFA
1543
JNBA Financial Advisors
Minnesota
$200K – – –
AP
1544
Atwood & Palmer
Missouri
$192K +$10.9K +66 +7%
LI
1545
LRI Investments
Florida
$188K +$3.23M +19,577 +2,306%
BCV
1546
Banque Cantonale Vaudoise
Switzerland
$174K -$431K -2,611 -73%
EPW
1547
Evergreen Private Wealth
Colorado
$172K +$1.49K +9 +0.9%
T
1548
TOBAM
France
$168K -$42.2K -256 -22%
GIA
1549
GHP Investment Advisors
Colorado
$168K +$57.1K +346 +59%
OA
1550
Operose Advisors
Wisconsin
$165K -$14.7K -89 -9%