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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
XT
1151
XTX Topco
Cayman Islands
$327K +$305K +2,593 New
ISL
1152
Ingalls & Snyder LLC
New York
$324K – – –
HFG
1153
Heron Financial Group
New York
$323K – – –
IFG
1154
Independent Financial Group
California
$322K – – –
WA
1155
WBH Advisory
Maryland
$322K +$7.42K +63 +3%
LIM
1156
Leavell Investment Management
Alabama
$321K – – –
NB
1157
Northwest Bancshares
Pennsylvania
$321K – – –
CFO
1158
CVA Family Office
Colorado
$320K -$1.65K -14 -0.5%
AT
1159
Arden Trust
Delaware
$320K -$94.3K -801 -24%
PWPS
1160
Pinnacle Wealth Planning Services
Ohio
$320K -$942 -8 -0.3%
SIA
1161
Soltis Investment Advisors
Utah
$316K -$92.6K -787 -24%
EDRH
1162
Edmond de Rothschild Holding
Switzerland
$315K – – –
VVP
1163
Venture Visionary Partners
Ohio
$313K – – –
BC
1164
Brookfield Corp
Ontario, Canada
$312K -$9.06M -76,955 -97%
PVH
1165
Psagot Value Holdings
Israel
$312K -$80.6K -685 -21%
DS
1166
DRW Securities
Illinois
$312K +$291K +2,471 New
CPIA
1167
Cornell Pochily Investment Advisors
New York
$310K – – –
SFO
1168
Stokes Family Office
Louisiana
$308K -$58.2K -494 -17%
JCM
1169
Janney Capital Management
Pennsylvania
$308K – – –
ACM
1170
Allred Capital Management
Texas
$306K -$11.1K -94 -4%
FCP
1171
Fidelis Capital Partners
Florida
$305K +$25K +212 +10%
BFG
1172
Beacon Financial Group
Texas
$305K -$47.4K -403 -14%
RCM
1173
Raleigh Capital Management
North Carolina
$304K -$17.1K -145 -6%
TPCW
1174
TD Private Client Wealth
New York
$304K +$87.6K +744 +45%
SDIC
1175
South Dakota Investment Council
South Dakota
$304K -$592K -5,032 -68%
45 46
47
48 49