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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
926
Lombard Odier Asset Management (Switzerland)
Switzerland
$298K +$19.9K +195 +7%
NL
927
NWAM LLC
Washington
$298K +$23K +225 +8%
FMWA
928
Forvis Mazars Wealth Advisors
Missouri
$296K +$27.7K +271 +10%
TIS
929
Tortoise Index Solutions
Kansas
$296K +$62.9K +616 +27%
JWM
930
JGP Wealth Management
Oregon
$291K – – –
CFS
931
CRA Financial Services
New Jersey
$289K – – –
Brown Advisory
932
Brown Advisory
Maryland
$289K +$10.5K +103 +4%
H
933
HoyleCohen
California
$288K – – –
JA
934
JLB & Associates
Michigan
$286K – – –
IAA
935
Independent Advisor Alliance
North Carolina
$286K +$919 +9 +0.3%
FHC
936
First Heartland Consultants
Missouri
$286K +$6.53K +64 +2%
Kayne Anderson Rudnick Investment Management
937
Kayne Anderson Rudnick Investment Management
California
$284K +$280K +2,738 New
AC
938
Alexandria Capital
Virginia
$280K – – –
PCMC
939
Private Capital Management (Colorado)
Colorado
$280K – – –
TP
940
Truvvo Partners
New York
$278K +$273K +2,676 New
CAC
941
Certified Advisory Corp
Florida
$273K – – –
CL
942
CPWM LLC
Washington
$273K +$4.7K +46 +2%
CIC
943
Carnegie Investment Counsel
Ohio
$270K – – –
PHK
944
Point72 Hong Kong
Hong Kong
$270K +$130K +1,277 +96%
SWM
945
SeaCrest Wealth Management
New York
$270K +$266K +2,602 New
MHC
946
Meyer Handelman Company
New York
$269K – – –
ODG
947
O'Dell Group
Ohio
$269K – – –
LWAC
948
Laurel Wealth Advisors (California)
California
$269K +$265K +2,593 New
PA
949
Parallel Advisors
California
$267K +$46.9K +459 +22%
GC
950
Gilbert & Cook
Iowa
$266K +$23.2K +227 +10%