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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
1026
Concourse Financial Group Securities
Alabama
$384K +$102K +985 +36%
BFG
1027
Beacon Financial Group
Texas
$383K +$6.83K +66 +2%
TWM
1028
Thrive Wealth Management
Pennsylvania
$383K +$381K +3,686 New
BP
1029
Ballentine Partners
Massachusetts
$380K
YIA
1030
YHB Investment Advisors
Connecticut
$379K -$1.45K -14 -0.4%
OWA
1031
Opal Wealth Advisors
New York
$373K +$101K +974 +37%
SSB
1032
Sandy Spring Bank
Maryland
$371K +$36.2K +350 +11%
TPWA
1033
TRUE Private Wealth Advisors
Oregon
$370K -$28.4K -275 -7%
FBA
1034
Front Barnett Associates
Illinois
$369K -$1.53M -14,763 -81%
MLL
1035
Moody Lynn & Lieberson
Massachusetts
$364K -$70.7K -684 -16%
MAM
1036
Mystic Asset Management
Rhode Island
$364K +$364K +3,516 New
BPA
1037
Beacon Pointe Advisors
California
$358K -$63.3K -612 -15%
QCG
1038
Quadrant Capital Group
Ohio
$357K -$38.7K -374 -10%
PJSIMP
1039
P.J. Schmidt Investment Management (PJS)
Wisconsin
$354K -$57.1K -552 -14%
H
1040
HoyleCohen
California
$353K -$108K -1,041 -23%
PAM
1041
Paradigm Asset Management
New York
$353K -$41.4K -400 -11%
CC
1042
Cannell & Co
New York
$352K -$44.9M -434,545 -99%
GSWM
1043
Greenup Street Wealth Management
Michigan
$352K +$351K +3,396 New
PK
1044
Pflug Koory
Nebraska
$349K
EFS
1045
Essex Financial Services
Connecticut
$345K +$11.1K +107 +3%
DG
1046
DMC Group
Alabama
$344K +$356K +3,440 New
Los Angeles Capital Management
1047
Los Angeles Capital Management
California
$338K -$91.4K -884 -21%
GIA
1048
Gateway Investment Advisers
Ohio
$337K -$38.8K -375 -10%
MAM
1049
Marotta Asset Management
Virginia
$332K
FC
1050
Forte Capital
New York
$331K -$11.4K -110 -3%