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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1526
Fairhaven Wealth Management
Illinois
$208K +$191K +1,158 New
KWMG
1527
King Wealth Management Group
Florida
$207K +$190K +1,154 New
BCG
1528
Breakwater Capital Group
New Jersey
$206K +$189K +1,148 New
CCFCSB
1529
Cape Cod Five Cents Savings Bank
Massachusetts
$206K -$37.8K -229 -17%
SSB
1530
Sandy Spring Bank
Maryland
$206K -$12.4K -75 -6%
WHCI
1531
W.H. Cornerstone Investments
Massachusetts
$204K +$187K +1,135 New
BW
1532
Basepoint Wealth
Iowa
$203K +$187K +1,132 New
BPWM
1533
Badgley Phelps Wealth Managers
Washington
$203K +$186K +1,130 New
FBC
1534
Fairfield, Bush & Co
Connecticut
$203K +$186K +1,130 New
CAS
1535
Coppell Advisory Solutions
Texas
$203K -$37.9K -230 -17%
RIL
1536
Rothschild Investment LLC
Illinois
$202K +$6.1K +37 +3%
FPWM
1537
FSB Premier Wealth Management
Iowa
$202K +$186K +1,125 New
YIA
1538
YHB Investment Advisors
Connecticut
$202K +$186K +1,125 New
CIP
1539
Convergence Investment Partners
Florida
$201K +$185K +1,119 New
DWP
1540
Daymark Wealth Partners
Ohio
$201K +$185K +1,119 New
NERM
1541
New England Research & Management
Illinois
$201K +$185K +1,121 New
JFA
1542
JNBA Financial Advisors
Minnesota
$200K – – –
AP
1543
Atwood & Palmer
Missouri
$192K +$10.9K +66 +7%
LI
1544
LRI Investments
Florida
$188K +$3.23M +19,577 +2,306%
BCV
1545
Banque Cantonale Vaudoise
Switzerland
$174K -$431K -2,611 -73%
EPW
1546
Evergreen Private Wealth
Colorado
$172K +$1.49K +9 +0.9%
T
1547
TOBAM
France
$168K -$42.2K -256 -22%
GIA
1548
GHP Investment Advisors
Colorado
$168K +$57.1K +346 +59%
OA
1549
Operose Advisors
Wisconsin
$165K -$14.7K -89 -9%
HWM
1550
Hemington Wealth Management
Virginia
$161K +$134K +814 New
60 61
62
63 64