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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1051
Endurance Wealth Management
Rhode Island
$315K – – –
CNC
1052
Canandaigua National Corp
New York
$313K -$101K -996 -24%
PJSIMP
1053
P.J. Schmidt Investment Management (PJS)
Wisconsin
$313K -$15.2K -150 -4%
FNFDCM
1054
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$313K – – –
EI
1055
Ellevest Inc
New York
$312K +$29.3K +289 +10%
KPWS
1056
Kestra Private Wealth Services
Texas
$311K -$12.6K -124 -4%
STA
1057
Summit Trail Advisors
New York
$310K +$309K +3,055 New
BFEC
1058
Benjamin F. Edwards & Company
Missouri
$306K +$50.3K +497 +20%
SAM
1059
Silphium Asset Management
United Kingdom
$304K +$304K +3,000 New
CCG
1060
Ceeto Capital Group
Florida
$304K -$304K -3,000 -50%
SC
1061
Steph & Co
Wisconsin
$304K -$405 -4 -0.1%
WTC
1062
WhitTier Trust Company
Nevada
$300K +$6.17K +61 +2%
WJWM
1063
Williams Jones Wealth Management
New York
$300K +$8.5K +84 +3%
SSG
1064
Summit Securities Group
New York
$297K +$296K +2,925 New
JWM
1065
JGP Wealth Management
Oregon
$294K +$2.73K +27 +0.9%
SAM
1066
Security Asset Management
New York
$292K -$2.24M -22,112 -88%
EP
1067
EPIQ Partners
Minnesota
$292K – – –
ISL
1068
Ingalls & Snyder LLC
New York
$291K +$1.52K +15 +0.5%
SFG
1069
Steward Financial Group
Texas
$289K +$31.3K +309 +12%
CFS
1070
CRA Financial Services
New Jersey
$288K – – –
ONB
1071
Old National Bancorp
Indiana
$286K -$4.96K -49 -2%
PA
1072
Parallel Advisors
California
$285K -$167K -1,648 -37%
CL
1073
COWA LLC
Oklahoma
$285K +$284K +2,808 New
DA
1074
DSC Advisors
Illinois
$285K +$285K +2,815 New
EWA
1075
Exencial Wealth Advisors
Oklahoma
$284K +$283K +2,801 New
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