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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
901
Pflug Koory
Nebraska
$1.68M – – –
AA
902
Addison Advisors
Vermont
$1.68M -$48.6K -238 -3%
JF
903
Jump Financial
Illinois
$1.67M +$893K +4,375 +116%
FLPIM
904
F.L. Putnam Investment Management
Massachusetts
$1.67M -$383K -1,874 -19%
JWM
905
JGP Wealth Management
Oregon
$1.67M +$4.49K +22 +0.3%
WJWM
906
Williams Jones Wealth Management
New York
$1.66M -$817 -4 -0%
EWM
907
Empirical Wealth Management
Washington
$1.66M +$76.6K +375 +5%
CF
908
Convergence Financial
Missouri
$1.65M +$27.2K +133 +2%
SCTC
909
Sanibel Captiva Trust Company
Florida
$1.65M +$401K +1,965 +32%
BP
910
Ballentine Partners
Massachusetts
$1.64M +$15.5K +76 +1%
GC
911
Grimes & Company
Massachusetts
$1.63M -$3.47K -17 -0.2%
BC
912
Bowman & Company
Wisconsin
$1.63M +$74.7K +366 +5%
HI
913
Horizon Investments
North Carolina
$1.62M +$15.7K +77 +1%
AAP
914
Arax Advisory Partners
Colorado
$1.6M -$101K -497 -6%
IDA
915
Intelligence Driven Advisers
California
$1.6M -$4.08K -20 -0.3%
PFS
916
Prospera Financial Services
Texas
$1.6M +$1.25M +6,134 +374%
BBWP
917
Beacon Bridge Wealth Partners
Pennsylvania
$1.59M – – –
FNT
918
First Nebraska Trust
Nebraska
$1.59M – – –
LCM
919
Legato Capital Management
California
$1.58M -$1.27M -6,217 -45%
MW
920
Maia Wealth
Colorado
$1.58M +$150K +735 +11%
KPWS
921
Kestra Private Wealth Services
Texas
$1.57M +$263K +1,288 +20%
NB
922
NBT Bank
New York
$1.57M +$233K +1,143 +18%
IA
923
IFP Advisors
Florida
$1.57M +$45.7K +224 +3%
TNA
924
True North Advisors
Texas
$1.57M +$15.3K +75 +1%
SW
925
SVB Wealth
Massachusetts
$1.56M +$1.55M +7,579 New
35 36
37
38 39