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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
Modera Wealth Management
New Jersey
$351K -$15.7K -187 -3%
CI
927
Cigna Investments
Connecticut
$350K -$8.87K -106 -2%
TC
928
T3 Companies
New York
$350K +$436K +5,207 New
AWM
929
Axxcess Wealth Management
California
$349K -$749K -8,949 -63%
GITFIT
930
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$349K +$92.1K +1,100 +27%
SWP
931
Stratos Wealth Partners
Ohio
$349K +$54.6K +652 +14%
SW
932
SlateStone Wealth
Florida
$349K -$80.3K -959 -16%
JWCA
933
J.W. Cole Advisors
Florida
$348K -$70.6K -843 -12%
HWAM
934
Hennion & Walsh Asset Management
New Jersey
$348K -$12.1K -144 -3%
IFWM
935
Institute for Wealth Management
Colorado
$347K -$220K -2,623 -34%
BFO
936
Boston Family Office
Massachusetts
$347K -$688K -8,220 -61%
FTWA
937
Fifth Third Wealth Advisors
Ohio
$347K -$253K -3,022 -37%
GCM
938
Gator Capital Management
Florida
$346K – – –
AWF
939
Alpha Wealth Funds
Utah
$341K +$435K +5,200 New
AC
940
Armistice Capital
New York
$340K +$424K +5,067 New
CL
941
COWA LLC
Oklahoma
$340K +$424K +5,063 New
VCP
942
Verus Capital Partners
Arizona
$339K +$423K +5,054 New
RCA
943
Resonant Capital Advisors
Wisconsin
$339K +$83.3K +995 +25%
ACM
944
Aster Capital Management
United Arab Emirates
$339K +$422K +5,046 New
FFM
945
Forum Financial Management
Illinois
$338K -$220K -2,625 -34%
CWG
946
Cornerstone Wealth Group
North Carolina
$337K +$201K +2,399 +92%
DFG
947
Demars Financial Group
Washington
$335K +$53.5K +639 +15%
PCS
948
Personal CFO Solutions
New Jersey
$333K +$137K +1,632 +49%
KF
949
Krilogy Financial
Missouri
$331K -$512K -6,114 -55%
B
950
Bailard
California
$326K -$6.73M -80,339 -94%