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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Apollon Wealth Management
South Carolina
$346K +$110K +1,130 +41%
WWM
1002
Western Wealth Management
Colorado
$342K -$27.7K -286 -7%
SP
1003
Symmetry Partners
Connecticut
$342K
QCG
1004
Quadrant Capital Group
Ohio
$342K +$58.2K +600 +19%
AT
1005
Arden Trust
Delaware
$341K -$14.8K -153 -4%
BP
1006
Ballentine Partners
Massachusetts
$337K -$28.9K -298 -7%
Lido Advisors
1007
Lido Advisors
California
$336K +$367K +3,786 New
ECM
1008
Evergreen Capital Management
Washington
$335K -$152K -1,568 -29%
BAM
1009
Belpointe Asset Management
Nevada
$333K -$2.44M -25,134 -87%
RIA
1010
Realta Investment Advisors
Delaware
$333K +$21.7K +224 +7%
ED
1011
Exane Derivatives
France
$331K +$93.3K +962 +35%
PIM
1012
Penobscot Investment Management
Massachusetts
$329K +$145K +1,500 +68%
SC
1013
Steph & Co
Wisconsin
$326K +$64.8K +668 +22%
YIA
1014
YHB Investment Advisors
Connecticut
$325K
FPIS
1015
Financial Planning & Information Services
Wisconsin
$324K -$11K -113 -3%
TWM
1016
Thrive Wealth Management
Pennsylvania
$322K -$83.2K -858 -19%
SIA
1017
Schechter Investment Advisors
Michigan
$322K +$351K +3,619 New
GD
1018
Grandfield & Dodd
New York
$320K -$72.5K -747 -17%
PWP
1019
Principle Wealth Partners
Connecticut
$320K -$39.8K -410 -10%
MCM
1020
MAI Capital Management
Ohio
$320K -$16.6K -171 -5%
BFM
1021
Boston Financial Management
Massachusetts
$320K
WCA
1022
Waypoint Capital Advisors
Minnesota
$320K
MIA
1023
MMBG Investment Advisors
Florida
$317K -$3.77M -38,850 -92%
LWAC
1024
Laurel Wealth Advisors (California)
California
$317K -$49.8K -513 -13%
PJSIMP
1025
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K -$20.8K -214 -7%