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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
1076
Ingalls & Snyder LLC
New York
$296K – – –
LGA
1077
Lebenthal Global Advisors
New York
$296K +$295K +2,856 New
CFS
1078
CRA Financial Services
New Jersey
$295K +$5.07K +49 +2%
OPA
1079
Old Port Advisors
Maine
$294K -$22.9K -221 -8%
CCA
1080
Clearwater Capital Advisors
Illinois
$293K -$10.3K -100 -3%
S
1081
Seeyond
France
$293K – – –
NF
1082
Norwood Financial
Pennsylvania
$293K +$292K +2,825 New
B
1083
Barings
North Carolina
$292K +$7.34K +71 +3%
EI
1084
Ellevest Inc
New York
$289K -$53.5K -517 -16%
MA
1085
MONECO Advisors
Connecticut
$289K +$620 +6 +0.2%
CLOS
1086
Compagnie Lombard Odier SCmA
Switzerland
$289K +$184K +1,780 +178%
SWP
1087
Strategic Wealth Partners
Ohio
$285K -$68K -658 -19%
IAMOG
1088
Investors Asset Management of Georgia
Georgia
$284K +$31K +300 +12%
MFGM
1089
Marshall Financial Group (Maryland)
Maryland
$283K +$282K +2,724 New
IMOV
1090
Investment Management of Virginia
Virginia
$283K +$282K +2,730 New
TA
1091
Townsend & Associates
Colorado
$282K +$268K +2,588 New
IIM
1092
Ipswich Investment Management
Massachusetts
$280K – – –
CWM
1093
Congress Wealth Management
Massachusetts
$280K +$279K +2,695 New
HIC
1094
Holderness Investments Company
North Carolina
$279K – – –
9WM
1095
9258 Wealth Management
Ohio
$279K +$5.79K +56 +2%
PWS
1096
Peloton Wealth Strategists
Indiana
$278K -$12.2K -118 -4%
MHC
1097
Meyer Handelman Company
New York
$277K +$7.03K +68 +3%
AIM
1098
Arcadia Investment Management
Michigan
$275K +$88.1K +852 +47%
LA
1099
Lifeworks Advisors
Michigan
$273K +$272K +2,634 New
AWA
1100
Arete Wealth Advisors
Illinois
$272K +$10.1K +98 +4%
42 43
44
45 46