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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
801
Abundance Wealth Counselors
Pennsylvania
$908K +$79.3K +736 +10%
SHGA
802
Sand Hill Global Advisors
California
$900K – – –
WT
803
Washington Trust
Rhode Island
$895K +$35K +325 +4%
BCAM
804
Boston Common Asset Management
Massachusetts
$894K – – –
ST
805
Spinnaker Trust
Maine
$886K -$67K -622 -7%
SPC
806
Sigma Planning Corp
Michigan
$886K -$44.7K -415 -5%
APA
807
American Portfolios Advisors
New York
$885K +$38.1K +354 +5%
CAN
808
Cetera Advisor Networks
California
$875K -$25.2K -234 -3%
SIM
809
Sadoff Investment Management
Wisconsin
$873K -$10.8K -100 -1%
SL
810
Stevard LLC
Illinois
$865K – – –
PHK
811
Point72 Hong Kong
Hong Kong
$862K +$815K +7,567 New
SCP
812
Shorepoint Capital Partners
Massachusetts
$859K +$11.7K +109 +1%
V
813
VeraBank
Texas
$855K – – –
SWP
814
Stratos Wealth Partners
Ohio
$852K +$5.93K +55 +0.7%
AWP
815
Abacus Wealth Partners
California
$838K +$793K +7,357 New
RIA
816
Regal Investment Advisors
Michigan
$837K +$792K +7,351 New
VWM
817
Venturi Wealth Management
Texas
$835K +$244K +2,262 +45%
FP
818
Foundry Partners
Minnesota
$829K -$68.4K -635 -8%
CPO
819
Cerity Partners OCIO
New York
$827K – – –
OFS
820
Orrstown Financial Services
Pennsylvania
$823K -$15.1K -140 -2%
PGFC
821
Peapack-Gladstone Financial Corp
New Jersey
$820K -$13.1K -122 -2%
MCM
822
Manchester Capital Management
Vermont
$819K +$1.19K +11 +0.2%
JHCP
823
Jackson Hole Capital Partners
Oklahoma
$816K -$3.45K -32 -0.4%
HAG
824
HighPoint Advisor Group
Illinois
$807K -$6.48M -60,163 -89%
AAM
825
Aureus Asset Management
Massachusetts
$806K -$105K -970 -12%
31 32
33
34 35