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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1151
Cypress Capital Group
Florida
$327K +$306K +2,596 New
XT
1152
XTX Topco
Cayman Islands
$327K +$305K +2,593 New
ISL
1153
Ingalls & Snyder LLC
New York
$324K – – –
HFG
1154
Heron Financial Group
New York
$323K – – –
IFG
1155
Independent Financial Group
California
$322K – – –
WA
1156
WBH Advisory
Maryland
$322K +$7.42K +63 +3%
LIM
1157
Leavell Investment Management
Alabama
$321K – – –
NB
1158
Northwest Bancshares
Pennsylvania
$321K – – –
CFO
1159
CVA Family Office
Colorado
$320K -$1.65K -14 -0.5%
AT
1160
Arden Trust
Delaware
$320K -$94.3K -801 -24%
PWPS
1161
Pinnacle Wealth Planning Services
Ohio
$320K -$942 -8 -0.3%
SIA
1162
Soltis Investment Advisors
Utah
$316K -$92.6K -787 -24%
EDRH
1163
Edmond de Rothschild Holding
Switzerland
$315K – – –
VVP
1164
Venture Visionary Partners
Ohio
$313K – – –
BC
1165
Brookfield Corp
Ontario, Canada
$312K -$9.06M -76,955 -97%
PVH
1166
Psagot Value Holdings
Israel
$312K -$80.6K -685 -21%
DS
1167
DRW Securities
Illinois
$312K +$291K +2,471 New
CPIA
1168
Cornell Pochily Investment Advisors
New York
$310K – – –
SFO
1169
Stokes Family Office
Louisiana
$308K -$58.2K -494 -17%
JCM
1170
Janney Capital Management
Pennsylvania
$308K – – –
ACM
1171
Allred Capital Management
Texas
$306K -$11.1K -94 -4%
FCP
1172
Fidelis Capital Partners
Florida
$305K +$25K +212 +10%
BFG
1173
Beacon Financial Group
Texas
$305K -$47.4K -403 -14%
RCM
1174
Raleigh Capital Management
North Carolina
$304K -$17.1K -145 -6%
TPCW
1175
TD Private Client Wealth
New York
$304K +$87.6K +744 +45%
45 46
47
48 49