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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
1051
Greenup Street Wealth Management
Michigan
$352K +$351K +3,396 New
PK
1052
Pflug Koory
Nebraska
$349K – – –
EFS
1053
Essex Financial Services
Connecticut
$345K +$11.1K +107 +3%
DG
1054
DMC Group
Alabama
$344K +$356K +3,440 New
Los Angeles Capital Management
1055
Los Angeles Capital Management
California
$338K -$91.4K -884 -21%
GIA
1056
Gateway Investment Advisers
Ohio
$337K -$38.8K -375 -10%
MAM
1057
Marotta Asset Management
Virginia
$332K – – –
FC
1058
Forte Capital
New York
$331K -$11.4K -110 -3%
KPWS
1059
Kestra Private Wealth Services
Texas
$331K +$15K +145 +5%
PTC
1060
Provident Trust Company
Wisconsin
$330K – – –
NP
1061
NorthRock Partners
Minnesota
$330K +$329K +3,182 New
EFL
1062
ERn Financial LLC
Wisconsin
$327K – – –
RIA
1063
Realta Investment Advisors
Delaware
$327K +$46.8K +453 +17%
EWM
1064
Endurance Wealth Management
Rhode Island
$322K – – –
BCA
1065
Bay Colony Advisors
Massachusetts
$321K -$122K -1,177 -28%
FNFDCM
1066
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$321K – – –
AAS
1067
Avantax Advisory Services
Texas
$320K +$26.9K +260 +9%
GIA
1068
Gladstone Institutional Advisory
Florida
$319K +$318K +3,075 New
ED
1069
Exane Derivatives
France
$318K +$314K +3,039 +10,479%
PCM
1070
Penserra Capital Management
California
$318K +$64.7K +626 +26%
MCM
1071
MAI Capital Management
Ohio
$318K +$317K +3,063 New
JWM
1072
JGP Wealth Management
Oregon
$314K +$1.24K +12 +0.4%
AT
1073
Arden Trust
Delaware
$314K +$313K +3,028 New
HFG
1074
Heron Financial Group
New York
$312K -$13.1K -127 -4%
SC
1075
Steph & Co
Wisconsin
$311K +$40.9K +396 +15%