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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
1051
Kestra Private Wealth Services
Texas
$331K +$15K +145 +5%
PTC
1052
Provident Trust Company
Wisconsin
$330K
NP
1053
NorthRock Partners
Minnesota
$330K +$329K +3,182 New
EFL
1054
ERn Financial LLC
Wisconsin
$327K
RIA
1055
Realta Investment Advisors
Delaware
$327K +$46.8K +453 +17%
EWM
1056
Endurance Wealth Management
Rhode Island
$322K
BCA
1057
Bay Colony Advisors
Massachusetts
$321K -$122K -1,177 -28%
FNFDCM
1058
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$321K
AAS
1059
Avantax Advisory Services
Texas
$320K +$26.9K +260 +9%
GIA
1060
Gladstone Institutional Advisory
Florida
$319K +$318K +3,075 New
ED
1061
Exane Derivatives
France
$318K +$314K +3,039 +10,479%
PCM
1062
Penserra Capital Management
California
$318K +$64.7K +626 +26%
MCM
1063
MAI Capital Management
Ohio
$318K +$317K +3,063 New
JWM
1064
JGP Wealth Management
Oregon
$314K +$1.24K +12 +0.4%
AT
1065
Arden Trust
Delaware
$314K +$313K +3,028 New
HFG
1066
Heron Financial Group
New York
$312K -$13.1K -127 -4%
SC
1067
Steph & Co
Wisconsin
$311K +$40.9K +396 +15%
GCC
1068
Game Creek Capital
Massachusetts
$311K +$310K +3,000 New
WCA
1069
Waypoint Capital Advisors
Minnesota
$311K +$310K +3,000 New
Kayne Anderson Rudnick Investment Management
1070
Kayne Anderson Rudnick Investment Management
California
$305K
CPIG
1071
Chicago Partners Investment Group
Illinois
$302K +$60K +580 +23%
WTC
1072
WhitTier Trust Company
Nevada
$300K +$14.3K +138 +5%
EP
1073
EPIQ Partners
Minnesota
$299K -$41.4K -400 -12%
ONB
1074
Old National Bancorp
Indiana
$298K -$12.9K -125 -4%
WJWM
1075
Williams Jones Wealth Management
New York
$298K