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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1126
Prelude Capital Management
New York
$221K +$172K +1,598 +467%
HIC
1127
Holderness Investments Company
North Carolina
$216K +$205K +1,900 New
LBD
1128
Landsberg Bennett & Dubbaneh
Florida
$214K -$27.5K -255 -12%
EI
1129
Ellevest Inc
New York
$213K +$29.9K +277 +17%
SMC
1130
Smith, Moore & Co
Missouri
$212K +$201K +1,865 New
AWM
1131
Altium Wealth Management
New York
$212K +$201K +1,866 New
ONB
1132
Old National Bancorp
Indiana
$212K +$201K +1,868 New
CS
1133
Comerica Securities
Michigan
$206K -$48K -445 -20%
CIAS
1134
Capital Investment Advisory Services
North Carolina
$206K +$195K +1,813 New
QP
1135
Quilter Plc
United Kingdom
$205K +$193K +1,795 New
DC
1136
Derby & Company
Massachusetts
$205K +$194K +1,800 New
E
1137
Ergoteles
New York
$205K +$194K +1,800 New
NB
1138
Northwest Bancshares
Pennsylvania
$205K +$194K +1,800 New
IFAM
1139
Institutional & Family Asset Management
Colorado
$202K – – –
CA
1140
Claro Advisors
Massachusetts
$201K +$191K +1,769 New
PA
1141
Parallel Advisors
California
$197K -$163K -1,508 -47%
PFGIA
1142
Patriot Financial Group Insurance Agency
Massachusetts
$190K +$19.5K +181 +12%
QCG
1143
Quadrant Capital Group
Ohio
$183K +$8.3K +77 +5%
EAM
1144
Eagle Asset Management
Florida
$180K -$6.29M -58,372 -97%
RPWA
1145
Regent Peak Wealth Advisors
Georgia
$173K +$164K +1,520 New
FF
1146
FourThought Financial
Florida
$167K +$158K +1,470 New
BAM
1147
Bellevue Asset Management
Washington
$166K – – –
SWA
1148
Sutton Wealth Advisors
Florida
$164K +$1.4K +13 +0.9%
SBL
1149
Sargent Bickham Lagudis
Colorado
$159K – – –
PFO
1150
Pathstone Family Office
New Jersey
$159K +$151K +1,397 New
44 45
46
47 48