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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
801
Washington Trust
Rhode Island
$895K +$35K +325 +4%
BCAM
802
Boston Common Asset Management
Massachusetts
$894K – – –
ST
803
Spinnaker Trust
Maine
$886K -$67K -622 -7%
SPC
804
Sigma Planning Corp
Michigan
$886K -$44.7K -415 -5%
APA
805
American Portfolios Advisors
New York
$885K +$38.1K +354 +5%
CAN
806
Cetera Advisor Networks
California
$875K -$25.2K -234 -3%
SIM
807
Sadoff Investment Management
Wisconsin
$873K -$10.8K -100 -1%
SL
808
Stevard LLC
Illinois
$865K – – –
PHK
809
Point72 Hong Kong
Hong Kong
$862K +$815K +7,567 New
SCP
810
Shorepoint Capital Partners
Massachusetts
$859K +$11.7K +109 +1%
V
811
VeraBank
Texas
$855K – – –
SWP
812
Stratos Wealth Partners
Ohio
$852K +$5.93K +55 +0.7%
AWP
813
Abacus Wealth Partners
California
$838K +$793K +7,357 New
RIA
814
Regal Investment Advisors
Michigan
$837K +$792K +7,351 New
VWM
815
Venturi Wealth Management
Texas
$835K +$244K +2,262 +45%
FP
816
Foundry Partners
Minnesota
$829K -$68.4K -635 -8%
CPO
817
Cerity Partners OCIO
New York
$827K – – –
OFS
818
Orrstown Financial Services
Pennsylvania
$823K -$15.1K -140 -2%
PGFC
819
Peapack-Gladstone Financial Corp
New Jersey
$820K -$13.1K -122 -2%
MCM
820
Manchester Capital Management
Vermont
$819K +$1.19K +11 +0.2%
JHCP
821
Jackson Hole Capital Partners
Oklahoma
$816K -$3.45K -32 -0.4%
HAG
822
HighPoint Advisor Group
Illinois
$807K -$6.48M -60,163 -89%
AAM
823
Aureus Asset Management
Massachusetts
$806K -$105K -970 -12%
S
824
SignatureFD
Georgia
$806K +$119K +1,104 +18%
CAM
825
Cresset Asset Management
Illinois
$805K +$135K +1,257 +22%
31 32
33
34 35