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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1101
Chickasaw Capital Management
Tennessee
$275K – – –
GLA
1102
Great Lakes Advisors
Illinois
$275K +$31K +267 +12%
WP
1103
WealthPLAN Partners
Nebraska
$275K +$286K +2,459 New
CCM
1104
Carlson Capital Management
Minnesota
$273K -$8.02K -69 -3%
LFAS
1105
Level Four Advisory Services
Texas
$272K -$86.8K -747 -23%
PP
1106
Palladium Partners
Virginia
$272K -$15.5K -133 -5%
WA
1107
WBH Advisory
Maryland
$270K – – –
WPW
1108
Waldron Private Wealth
Pennsylvania
$269K – – –
DACG
1109
Donor Advised Charitable Giving
California
$266K – – –
AF
1110
Arrow Financial
New York
$265K – – –
BDF
1111
Balasa Dinverno & Foltz
$265K +$20.6K +177 +8%
DS
1112
DRW Securities
Illinois
$265K +$288K +2,478 New
FNBOO
1113
First National Bank of Omaha
Nebraska
$262K – – –
JCM
1114
Janney Capital Management
Pennsylvania
$261K – – –
MA
1115
MONECO Advisors
Connecticut
$261K – – –
PCP
1116
Proficio Capital Partners
Massachusetts
$259K -$8.6K -74 -3%
EI
1117
Ellevest Inc
New York
$259K +$68.9K +593 +32%
QP
1118
Quilter Plc
United Kingdom
$258K +$29.4K +253 +12%
DP
1119
Dearborn Partners
Illinois
$257K – – –
EWA
1120
EP Wealth Advisors
California
$257K +$2.44K +21 +0.9%
HIC
1121
Holderness Investments Company
North Carolina
$257K +$18.6K +160 +7%
MSR
1122
Main Street Research
Connecticut
$257K +$280K +2,407 New
PSP
1123
Principal Street Partners
Tennessee
$256K -$192K -1,653 -41%
OWA
1124
Opal Wealth Advisors
New York
$255K +$4.42K +38 +2%
TPCW
1125
TD Private Client Wealth
New York
$254K +$9.07K +78 +3%