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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1551
Fermata Advisors
California
$272K +$26.1K +128 +11%
OCM
1552
Osterweis Capital Management
California
$271K – – –
CWS
1553
Cypress Wealth Services
California
$271K +$15.5K +76 +6%
CWP
1554
Concord Wealth Partners
Virginia
$269K +$7.76K +38 +3%
WA1
1555
Wimmer Associates 1
California
$269K – – –
AMM
1556
American Money Management
California
$269K – – –
NI
1557
Natural Investments
California
$267K +$266K +1,305 New
TC
1558
Trust Company
Kansas
$267K +$265K +1,299 New
PWPS
1559
Pinnacle Wealth Planning Services
Ohio
$266K -$249K -1,220 -48%
KCM
1560
Kathmere Capital Management
Pennsylvania
$266K +$18.4K +90 +7%
FPGT
1561
Financial Partners Group (Tennessee)
Tennessee
$266K +$5.92K +29 +2%
BF
1562
bLong Financial
Tennessee
$265K +$263K +1,288 New
PPW
1563
Presilium Private Wealth
Pennsylvania
$264K +$16.9K +83 +7%
CA
1564
Continuum Advisory
Idaho
$263K +$24.9K +122 +11%
FFA
1565
Fragasso Financial Advisors
Pennsylvania
$263K +$5.92K +29 +2%
KOMWMG
1566
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$259K – – –
TAM
1567
Trillium Asset Management
Massachusetts
$258K – – –
FMP
1568
Financial Management Professionals
Texas
$258K +$1.23K +6 +0.5%
CPCM
1569
Cardinal Point Capital Management
Ontario, Canada
$258K +$256K +1,255 New
KP
1570
Kitching Partners
Pennsylvania
$257K +$256K +1,253 New
RFP
1571
Root Financial Partners
California
$257K +$255K +1,251 New
CCAM
1572
Cascades Capital Asset Management
North Carolina
$257K – – –
IFG
1573
Independent Financial Group
California
$257K +$15.9K +78 +7%
CDWM
1574
Campbell Deegan Wealth Management
Virginia
$257K +$255K +1,249 New
TL
1575
Tradewinds LLC
North Carolina
$256K +$227K +1,113 New
61 62
63
64 65