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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1626
Independent Financial Group
California
$241K -$34.8K -159 -13%
SSB
1627
Sandy Spring Bank
Maryland
$241K -$9.2K -42 -4%
MWM
1628
Modern Wealth Management
Kansas
$240K -$24.5K -112 -9%
IAN
1629
Integrated Advisors Network
Texas
$240K -$876K -4,002 -79%
BW
1630
BIP Wealth
Georgia
$240K +$876 +4 +0.4%
BCM
1631
BluePath Capital Management
Georgia
$239K – – –
ACG
1632
Allen Capital Group
Nebraska
$239K +$21.2K +97 +10%
CAM
1633
Clark Asset Management
New Hampshire
$238K – – –
KCM
1634
Kornitzer Capital Management
Kansas
$238K – – –
FOA
1635
Five Oceans Advisors
California
$238K +$1.97K +9 +0.8%
FFP
1636
FourThought Financial Partners
Florida
$237K -$22.3K -102 -9%
TL
1637
Tradewinds LLC
North Carolina
$237K -$8.76K -40 -4%
MWA
1638
Muirfield Wealth Advisors
North Carolina
$237K +$10.1K +46 +4%
G
1639
GenTrust
Florida
$236K -$5.47K -25 -2%
WGAM
1640
Wilkinson Global Asset Management
New York
$235K – – –
OC
1641
Oakworth Capital
Alabama
$235K +$12.3K +56 +6%
PWA
1642
Physician Wealth Advisors
Utah
$235K -$4.82K -22 -2%
CPA
1643
Cardiff Park Advisors
California
$235K – – –
EP
1644
Edgestream Partners
New Jersey
$235K -$1.1M -5,025 -83%
TC
1645
TwinBeech Capital
New York
$234K +$232K +1,059 New
CAM
1646
CPA Asset Management
Florida
$234K – – –
IPAM
1647
Investment Partners Asset Management
New Jersey
$234K -$1.97K -9 -0.8%
CJ
1648
Caitlin John
Michigan
$233K – – –
FFA
1649
Fairfield Financial Advisors
Massachusetts
$231K +$93.7K +428 +69%
FI
1650
Financial Insights
Washington
$231K +$4.38K +20 +2%
64 65
66
67 68