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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1126
Ellevest Inc
New York
$213K +$29.9K +277 +17%
SMC
1127
Smith, Moore & Co
Missouri
$212K +$201K +1,865 New
AWM
1128
Altium Wealth Management
New York
$212K +$201K +1,866 New
ONB
1129
Old National Bancorp
Indiana
$212K +$201K +1,868 New
CS
1130
Comerica Securities
Michigan
$206K -$48K -445 -20%
CIAS
1131
Capital Investment Advisory Services
North Carolina
$206K +$195K +1,813 New
QP
1132
Quilter Plc
United Kingdom
$205K +$193K +1,795 New
DC
1133
Derby & Company
Massachusetts
$205K +$194K +1,800 New
E
1134
Ergoteles
New York
$205K +$194K +1,800 New
NB
1135
Northwest Bancshares
Pennsylvania
$205K +$194K +1,800 New
IFAM
1136
Institutional & Family Asset Management
Colorado
$202K – – –
CA
1137
Claro Advisors
Massachusetts
$201K +$191K +1,769 New
PA
1138
Parallel Advisors
California
$197K -$163K -1,508 -47%
PFGIA
1139
Patriot Financial Group Insurance Agency
Massachusetts
$190K +$19.5K +181 +12%
QCG
1140
Quadrant Capital Group
Ohio
$183K +$8.3K +77 +5%
EAM
1141
Eagle Asset Management
Florida
$180K -$6.29M -58,372 -97%
RPWA
1142
Regent Peak Wealth Advisors
Georgia
$173K +$164K +1,520 New
FF
1143
FourThought Financial
Florida
$167K +$158K +1,470 New
BAM
1144
Bellevue Asset Management
Washington
$166K – – –
SWA
1145
Sutton Wealth Advisors
Florida
$164K +$1.4K +13 +0.9%
SBL
1146
Sargent Bickham Lagudis
Colorado
$159K – – –
PFO
1147
Pathstone Family Office
New Jersey
$159K +$151K +1,397 New
NFG
1148
Next Financial Group
Texas
$154K +$87.1K +808 +149%
BCA
1149
Berman Capital Advisors
Georgia
$149K +$33.9K +315 +31%
CFB
1150
Cullen/Frost Bankers
Texas
$148K -$19.6K -182 -12%
44 45
46
47 48