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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1076
Circle Wealth Management
New Jersey
$297K +$349 +3 +0.1%
WTC
1077
WhitTier Trust Company
Nevada
$294K
WFI
1078
West Family Investments
California
$293K +$319K +2,740 New
AAS
1079
Avantax Advisory Services
Texas
$292K +$9.18K +79 +3%
Financial Engines Advisors
1080
Financial Engines Advisors
California
$289K +$1.4K +12 +0.4%
CC
1081
Codex Capital
New York
$289K -$4.59M -39,500 -94%
VFA
1082
Voya Financial Advisors
Connecticut
$288K -$1.75M -15,068 -85%
IIM
1083
Ipswich Investment Management
Massachusetts
$288K -$13.4K -115 -4%
M
1084
MOTCO
Texas
$288K +$296K +2,547 +1,757%
NB
1085
Northwest Bancshares
Pennsylvania
$287K
CFGS
1086
Concourse Financial Group Securities
Alabama
$286K -$40.9K -352 -12%
LSAG
1087
Lake Street Advisors Group
New Hampshire
$285K +$4.77K +41 +2%
CANY
1088
Caxton Associates (New York)
New York
$283K +$307K +2,645 New
PFGIA
1089
Patriot Financial Group Insurance Agency
Massachusetts
$279K +$19.4K +167 +7%
BPB
1090
Badgley, Phelps & Bell
Washington
$278K -$15.5K -133 -5%
MHC
1091
Meyer Handelman Company
New York
$278K
VVP
1092
Venture Visionary Partners
Ohio
$277K +$2.33K +20 +0.8%
CPIG
1093
Chicago Partners Investment Group
Illinois
$276K -$2.56K -22 -0.9%
DLG
1094
Daniel L. Goodwin
$276K +$304K +2,612 New
BP
1095
BBR Partners
New York
$275K -$60K -516 -17%
CCM
1096
Chickasaw Capital Management
Tennessee
$275K
GLA
1097
Great Lakes Advisors
Illinois
$275K +$31K +267 +12%
WP
1098
WealthPLAN Partners
Nebraska
$275K +$286K +2,459 New
CCM
1099
Carlson Capital Management
Minnesota
$273K -$8.02K -69 -3%
LFAS
1100
Level Four Advisory Services
Texas
$272K -$86.8K -747 -23%