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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CC
1076
Cannell & Co
New York
$444K – – –
DA
1077
Drake & Associates
Wisconsin
$444K +$73.3K +623 +22%
MLL
1078
Moody Lynn & Lieberson
Massachusetts
$439K – – –
WPC
1079
Wedmont Private Capital
Pennsylvania
$437K +$37.7K +320 +10%
TPWA
1080
TRUE Private Wealth Advisors
Oregon
$437K +$9.18K +78 +2%
DAS
1081
Dynamic Advisor Solutions
Arizona
$436K +$111K +942 +37%
Empower Advisory Group
1082
Empower Advisory Group
Colorado
$432K -$1.53K -13 -0.4%
CPC
1083
Cookson Peirce & Co
Pennsylvania
$432K -$14K -119 -3%
VFA
1084
Valeo Financial Advisors
Indiana
$429K +$31K +263 +8%
RC
1085
Roundview Capital
New Jersey
$427K +$4.94K +42 +1%
GA
1086
Geller Advisors
New York
$426K +$63.9K +543 +19%
PWM
1087
Palumbo Wealth Management
New York
$426K +$397K +3,375 New
RIA
1088
Realta Investment Advisors
Delaware
$425K +$108K +915 +37%
GD
1089
Grandfield & Dodd
New York
$424K +$118 +1 +0%
H
1090
HoyleCohen
California
$423K -$11.7K -99 -3%
T
1091
TOBAM
France
$422K +$34K +289 +9%
FCBT
1092
First Citizens Bank & Trust
North Carolina
$420K -$10.1K -86 -3%
WA
1093
Wealth Alliance
New York
$418K +$32.1K +273 +9%
HAG
1094
HF Advisory Group
Maryland
$416K -$13.2K -112 -3%
ILI
1095
Invesco LLC (Illinois)
Illinois
$414K +$386K +3,282 New
LWP
1096
Lumature Wealth Partners
Georgia
$414K +$15K +127 +4%
LFAS
1097
Level Four Advisory Services
Texas
$413K -$100K -850 -21%
SCA
1098
Stonebridge Capital Advisors
Minnesota
$412K – – –
MC
1099
Matisse Capital
Oregon
$410K – – –
BCM
1100
Becker Capital Management
Oregon
$409K -$8.24K -70 -2%