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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1101
Palladium Partners
Virginia
$272K -$15.5K -133 -5%
WA
1102
WBH Advisory
Maryland
$270K – – –
WPW
1103
Waldron Private Wealth
Pennsylvania
$269K – – –
DACG
1104
Donor Advised Charitable Giving
California
$266K – – –
AF
1105
Arrow Financial
New York
$265K – – –
BDF
1106
Balasa Dinverno & Foltz
$265K +$20.6K +177 +8%
DS
1107
DRW Securities
Illinois
$265K +$288K +2,478 New
FNBOO
1108
First National Bank of Omaha
Nebraska
$262K – – –
JCM
1109
Janney Capital Management
Pennsylvania
$261K – – –
MA
1110
MONECO Advisors
Connecticut
$261K – – –
PCP
1111
Proficio Capital Partners
Massachusetts
$259K -$8.6K -74 -3%
EI
1112
Ellevest Inc
New York
$259K +$68.9K +593 +32%
QP
1113
Quilter Plc
United Kingdom
$258K +$29.4K +253 +12%
DP
1114
Dearborn Partners
Illinois
$257K – – –
EWA
1115
EP Wealth Advisors
California
$257K +$2.44K +21 +0.9%
HIC
1116
Holderness Investments Company
North Carolina
$257K +$18.6K +160 +7%
MSR
1117
Main Street Research
Connecticut
$257K +$280K +2,407 New
PSP
1118
Principal Street Partners
Tennessee
$256K -$192K -1,653 -41%
OWA
1119
Opal Wealth Advisors
New York
$255K +$4.42K +38 +2%
TPCW
1120
TD Private Client Wealth
New York
$254K +$9.07K +78 +3%
MSFP
1121
Mark Sheptoff Financial Planning
Connecticut
$254K – – –
BWM
1122
Bulltick Wealth Management
Florida
$253K +$275K +2,363 New
SAM
1123
Sawgrass Asset Management
Florida
$248K -$9.07M -78,049 -97%
PGAM
1124
Princeton Global Asset Management
New Jersey
$246K -$991K -8,525 -79%
PA
1125
Parallel Advisors
California
$246K +$40.1K +345 +18%
43 44
45
46 47