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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1676
HCR Wealth Advisors
California
$219K +$1.75K +8 +0.8%
CCP
1677
Clarity Capital Partners
California
$218K +$216K +987 New
CAS
1678
Coppell Advisory Solutions
Texas
$218K -$50.4K -230 -16%
LRIA
1679
Leonard Rickey Investment Advisors
Washington
$218K -$4.82K -22 -2%
WTA
1680
Washington Trust Advisors
Massachusetts
$218K +$7.22K +33 +3%
JSL
1681
JT Stratford LLC
Georgia
$216K +$215K +980 New
FBFS
1682
First Business Financial Services
Wisconsin
$216K +$214K +979 New
FC
1683
Financial Council
Maryland
$215K – – –
FSA
1684
Fort Sheridan Advisors
Illinois
$215K – – –
RFA
1685
ROI Financial Advisors
Oregon
$215K +$213K +975 New
CCG
1686
Coastwise Capital Group
California
$214K +$213K +971 New
PMFA
1687
Plante Moran Financial Advisors
Michigan
$214K +$33.9K +155 +19%
OAM
1688
Occidental Asset Management
California
$213K +$211K +965 New
SYBT
1689
Stock Yards Bank & Trust
Kentucky
$213K +$211K +964 New
EPW
1690
Evergreen Private Wealth
Colorado
$210K -$657 -3 -0.3%
MAM
1691
Milestone Asset Management
Pennsylvania
$210K +$208K +952 New
HWA
1692
Heartwood Wealth Advisors
Virginia
$210K -$10.9K -50 -5%
MBI
1693
May Barnhard Investments
Maryland
$208K +$207K +944 New
LIM
1694
Lathrop Investment Management
Arkansas
$207K +$206K +939 New
SS
1695
SBI Securities
Japan
$206K +$12.3K +56 +6%
CCFCSB
1696
Cape Cod Five Cents Savings Bank
Massachusetts
$206K – – –
HWM
1697
Hemington Wealth Management
Virginia
$206K +$15.8K +72 +8%
AWAP
1698
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$205K +$204K +930 New
AWM
1699
Avaii Wealth Management
Wisconsin
$205K +$203K +929 New
CRI
1700
Colonial River Investments
Virginia
$205K +$203K +928 New
66 67
68
69 70