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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
751
Dakota Wealth Management
Florida
$2.07M +$1.57M +10,757 +492%
AAS
752
Annex Advisory Services
Wisconsin
$2.06M -$66.4K -456 -3%
SC
753
Scotia Capital
Ontario, Canada
$2.05M +$724K +4,969 +63%
CFCI
754
Comprehensive Financial Consultants Institutional
Indiana
$2.05M +$94.2K +647 +5%
STA
755
Summit Trail Advisors
New York
$2.04M +$427K +2,930 +30%
HS
756
HighVista Strategies
Massachusetts
$2.02M -$335K -2,300 -15%
BRWA
757
B. Riley Wealth Advisors
Florida
$2.02M +$74.7K +513 +3%
AWC
758
Abundance Wealth Counselors
Pennsylvania
$1.99M +$35K +240 +2%
MSFS
759
Main Street Financial Solutions
Pennsylvania
$1.99M -$41.8K -287 -2%
GI
760
GLOBALT Investments
Georgia
$1.99M +$156K +1,070 +9%
HCPC
761
Hamilton Capital Partners (Canada)
$1.99M +$1.81M +12,429 New
AA
762
ALPS Advisors
Colorado
$1.98M +$654K +4,492 +57%
BL
763
Balentine LLC
Georgia
$1.97M -$34.1K -234 -2%
VA
764
Vident Advisory
Georgia
$1.97M -$17M -116,458 -90%
AIMCA
765
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.97M – – –
AIIMS
766
Analyst IMS Investment Management Services
Israel
$1.96M +$196K +1,349 +12%
JHCP
767
Jackson Hole Capital Partners
Oklahoma
$1.96M +$142K +976 +9%
PCA
768
Private Capital Advisors
Connecticut
$1.96M – – –
CFG
769
Citizens Financial Group
Rhode Island
$1.95M +$28.4K +195 +2%
CCM
770
Coldstream Capital Management
Washington
$1.94M -$45K -309 -2%
BF
771
BOK Financial
Oklahoma
$1.94M -$388K -2,664 -18%
KA
772
Kovack Advisors
Florida
$1.93M +$58.5K +402 +3%
CIC
773
Chilton Investment Company
Connecticut
$1.93M -$70.9K -487 -4%
GT
774
Greenleaf Trust
Michigan
$1.93M -$5.39K -37 -0.3%
WANY
775
Wealthspire Advisors (New York)
New York
$1.93M -$32.6K -224 -2%
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