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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1126
Claro Advisors
Massachusetts
$219K +$51.8K +534 +28%
CCM
1127
Carlson Capital Management
Minnesota
$218K -$6.5K -67 -3%
CPIA
1128
Cornell Pochily Investment Advisors
New York
$218K +$19.4K +200 +9%
MW
1129
Marcum Wealth
Ohio
$217K -$14.8K -153 -6%
JCM
1130
Janney Capital Management
Pennsylvania
$217K – – –
PFGIA
1131
Patriot Financial Group Insurance Agency
Massachusetts
$216K -$3.2K -33 -1%
OWA
1132
One Wealth Advisors
California
$216K – – –
SCM
1133
Schnieders Capital Management
California
$216K – – –
TTWM
1134
TCV Trust & Wealth Management
Virginia
$215K – – –
PFS
1135
Physicians Financial Services
North Carolina
$215K +$40.9K +422 +21%
IUHSA
1136
Itau Unibanco Holding S.A.
Brazil
$215K +$211K +2,174 +887%
CWA
1137
CM Wealth Advisors
Ohio
$214K +$234K +2,410 New
DP
1138
Dearborn Partners
Illinois
$214K -$19.4K -200 -8%
AF
1139
Arrow Financial
New York
$214K – – –
CG
1140
Corundum Group
Colorado
$214K – – –
MWM
1141
Modera Wealth Management
New Jersey
$211K -$88.4K -911 -28%
PI
1142
Putnam Investments
Massachusetts
$211K -$6.11K -63 -3%
MSFP
1143
Mark Sheptoff Financial Planning
Connecticut
$211K – – –
SWP
1144
Strategic Wealth Partners
Ohio
$208K +$226K +2,334 New
HIC
1145
Holderness Investments Company
North Carolina
$205K -$7.76K -80 -3%
GIM
1146
Greenwich Investment Management
Connecticut
$205K – – –
SG
1147
StoneX Group
New York
$203K +$221K +2,281 New
CWM
1148
Congress Wealth Management
Massachusetts
$202K -$9.51K -98 -4%
CCM
1149
Chickasaw Capital Management
Tennessee
$202K – – –
FWM
1150
Fairhaven Wealth Management
Illinois
$202K +$4.85K +50 +2%
44 45
46
47 48