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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1076
Leavell Investment Management
Alabama
$303K – – –
CF
1077
Centaurus Financial
California
$302K +$6.63K +57 +2%
SS
1078
Simplicity Solutions
Minnesota
$300K +$46.5K +400 +17%
CFS
1079
CRA Financial Services
New Jersey
$299K – – –
KPWS
1080
Kestra Private Wealth Services
Texas
$297K -$27.3K -235 -8%
CWM
1081
Circle Wealth Management
New Jersey
$297K +$349 +3 +0.1%
WTC
1082
WhitTier Trust Company
Nevada
$294K – – –
WFI
1083
West Family Investments
California
$293K +$319K +2,740 New
AAS
1084
Avantax Advisory Services
Texas
$292K +$9.18K +79 +3%
Financial Engines Advisors
1085
Financial Engines Advisors
California
$289K +$1.4K +12 +0.4%
CC
1086
Codex Capital
New York
$289K -$4.59M -39,500 -94%
VFA
1087
Voya Financial Advisors
Connecticut
$288K -$1.75M -15,068 -85%
IIM
1088
Ipswich Investment Management
Massachusetts
$288K -$13.4K -115 -4%
M
1089
MOTCO
Texas
$288K +$296K +2,547 +1,757%
NB
1090
Northwest Bancshares
Pennsylvania
$287K – – –
CFGS
1091
Concourse Financial Group Securities
Alabama
$286K -$40.9K -352 -12%
LSAG
1092
Lake Street Advisors Group
New Hampshire
$285K +$4.77K +41 +2%
CANY
1093
Caxton Associates (New York)
New York
$283K +$307K +2,645 New
PFGIA
1094
Patriot Financial Group Insurance Agency
Massachusetts
$279K +$19.4K +167 +7%
BPB
1095
Badgley, Phelps & Bell
Washington
$278K -$15.5K -133 -5%
MHC
1096
Meyer Handelman Company
New York
$278K – – –
VVP
1097
Venture Visionary Partners
Ohio
$277K +$2.33K +20 +0.8%
CPIG
1098
Chicago Partners Investment Group
Illinois
$276K -$2.56K -22 -0.9%
DLG
1099
Daniel L. Goodwin
$276K +$304K +2,612 New
BP
1100
BBR Partners
New York
$275K -$60K -516 -17%