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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
826
First Mercantile Trust
Tennessee
$620K -$20.6K -205 -3%
NHC
827
Nicholas Hoffman & Company
Georgia
$620K – – –
LS
828
Livforsakringsbolaget Skandia
Sweden
$617K – – –
OWA
829
Outlook Wealth Advisors
Texas
$617K – – –
IFWM
830
Institute for Wealth Management
Colorado
$616K +$9.47K +94 +2%
PCM
831
Parsons Capital Management
Rhode Island
$611K -$13.6K -135 -2%
BWM
832
Buckley Wealth Management
Nevada
$610K -$5.54K -55 -0.9%
SW
833
SVB Wealth
Massachusetts
$609K +$15.1K +150 +2%
GLA
834
Great Lakes Advisors
Illinois
$605K -$183K -1,815 -23%
CF
835
Copperwynd Financial
Arizona
$604K -$60.4K -600 -9%
SC
836
Savant Capital
Illinois
$603K -$18.1K -180 -3%
FNBOO
837
First National Bank of Omaha
Nebraska
$603K +$28.4K +282 +5%
VAS
838
Vestmark Advisory Solutions
Massachusetts
$601K +$26.9K +267 +5%
AWC
839
Abundance Wealth Counselors
Pennsylvania
$598K +$617K +6,128 New
SFS
840
Sowell Financial Services
Arkansas
$596K -$275K -2,726 -31%
AC
841
Athanor Capital
New York
$596K +$614K +6,101 New
P
842
Pitcairn
Pennsylvania
$594K -$12.4K -123 -2%
BFM
843
Boston Financial Management
Massachusetts
$590K – – –
BUB
844
BBVA USA Bancshares
Texas
$589K -$39.5K -392 -6%
HIA
845
Harbor Investment Advisory
Maryland
$582K +$4.93K +49 +0.8%
SPI
846
Santori & Peters Inc
Pennsylvania
$580K – – –
SAM
847
Strategy Asset Managers
California
$576K +$3.22K +32 +0.5%
EWM
848
Evermay Wealth Management
Virginia
$573K -$32.7K -325 -5%
JMFC
849
J.M. Forbes & Co
Massachusetts
$570K -$13.6K -135 -2%
CIP
850
Chartwell Investment Partners
Pennsylvania
$561K +$16.3K +162 +3%
32 33
34
35 36