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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1051
JGP Wealth Management
Oregon
$343K – – –
PWM
1052
Perigon Wealth Management
California
$343K +$294K +2,558 +799%
ISL
1053
Ingalls & Snyder LLC
New York
$342K +$53.7K +468 +19%
SWM
1054
SeaCrest Wealth Management
New York
$340K +$1.72K +15 +0.5%
IIM
1055
Ipswich Investment Management
Massachusetts
$335K – – –
WJWM
1056
Williams Jones Wealth Management
New York
$333K -$10.3K -90 -3%
CFS
1057
CRA Financial Services
New Jersey
$333K – – –
WAM
1058
Wolverine Asset Management
Illinois
$331K -$206K -1,798 -39%
CWM
1059
Circle Wealth Management
New Jersey
$331K -$803 -7 -0.3%
AWA
1060
Arete Wealth Advisors
Illinois
$331K +$4.59K +40 +1%
SC
1061
Scholtz & Company
Connecticut
$331K +$319K +2,780 New
CF
1062
Centaurus Financial
California
$330K -$36.1K -315 -10%
PP
1063
Paloma Partners
Connecticut
$329K -$8.82M -76,897 -97%
WTC
1064
WhitTier Trust Company
Nevada
$327K – – –
BPB
1065
Badgley, Phelps & Bell
Washington
$326K -$62.2K -542 -17%
W
1066
WealthStone
Ohio
$323K +$15.8K +138 +5%
Financial Engines Advisors
1067
Financial Engines Advisors
California
$321K +$9.76K +85 +3%
NB
1068
Northwest Bancshares
Pennsylvania
$320K +$101K +884 +49%
PP
1069
Palladium Partners
Virginia
$318K -$14.6K -127 -5%
BCM
1070
Brookstone Capital Management
Illinois
$317K +$66.6K +580 +28%
CPIG
1071
Chicago Partners Investment Group
Illinois
$317K +$287K +2,504 New
AAS
1072
Avantax Advisory Services
Texas
$316K +$1.15K +10 +0.4%
LBD
1073
Landsberg Bennett & Dubbaneh
Florida
$316K +$81.1K +707 +38%
FWM
1074
Frontier Wealth Management
Missouri
$314K +$18.1K +158 +6%
ONGA
1075
O'Neil Global Advisors
California
$313K +$302K +2,632 New