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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1076
Penserra Capital Management
California
$292K +$8.15K +80 +3%
AWA
1077
Arete Wealth Advisors
Illinois
$292K +$60.2K +591 +23%
EWM
1078
Endurance Wealth Management
Rhode Island
$291K – – –
PCM
1079
Pointe Capital Management
Michigan
$291K +$317K +3,110 New
TA
1080
Townsend & Associates
Colorado
$290K +$15.8K +155 +6%
FNFDCM
1081
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$289K – – –
RP
1082
Riverbridge Partners
Minnesota
$288K -$41.3K -405 -12%
IGWM
1083
ICA Group Wealth Management
Colorado
$286K +$45.6K +447 +17%
ETC
1084
Exchange Traded Concepts
Oklahoma
$282K -$22.8K -224 -7%
SFO
1085
Stokes Family Office
Louisiana
$282K +$28K +275 +10%
CT
1086
Clearstead Trust
Maine
$282K +$308K +3,018 New
WCA
1087
Waypoint Capital Advisors
Minnesota
$281K -$61K -599 -17%
GIA
1088
Gateway Investment Advisers
Ohio
$281K -$35.5K -348 -10%
CCG
1089
Ceeto Capital Group
Florida
$281K – – –
GIA
1090
Gladstone Institutional Advisory
Florida
$280K +$815 +8 +0.3%
SOS
1091
Silver Oak Securities
Tennessee
$278K +$250K +2,458 New
KJHP
1092
K.J. Harrison & Partners
Ontario, Canada
$276K +$300K +2,945 New
MWM
1093
Meridian Wealth Management
Kentucky
$275K -$248K -2,433 -45%
WTC
1094
WhitTier Trust Company
Nevada
$275K -$34.2K -336 -10%
PJSIMP
1095
P.J. Schmidt Investment Management (PJS)
Wisconsin
$274K -$15.3K -150 -5%
MA
1096
MONECO Advisors
Connecticut
$272K -$815 -8 -0.3%
GW
1097
GW & Wade
Massachusetts
$271K -$2.17M -21,267 -88%
IIM
1098
Intact Investment Management
Quebec, Canada
$271K +$296K +2,900 New
CFO
1099
CVA Family Office
Colorado
$270K +$128K +1,255 +77%
ISL
1100
Ingalls & Snyder LLC
New York
$269K – – –
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