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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1176
Peterson Wealth Services
Utah
$251K +$248K +2,488 New
JCM
1177
Janney Capital Management
Pennsylvania
$251K +$1.89K +19 +0.8%
GA
1178
Geller Advisors
New York
$250K +$3.29K +33 +1%
GAM
1179
Gotham Asset Management
New York
$249K +$245K +2,461 New
AP
1180
Appleton Partners
Massachusetts
$247K -$178K -1,792 -42%
BCA
1181
Bay Colony Advisors
Massachusetts
$247K +$4.98K +50 +2%
PCS
1182
Personal CFO Solutions
New Jersey
$246K +$242K +2,430 New
CWA
1183
CM Wealth Advisors
Ohio
$244K – – –
CFO
1184
CVA Family Office
Colorado
$243K -$48.3K -485 -17%
AF
1185
Arrow Financial
New York
$243K – – –
CG
1186
Corundum Group
Colorado
$243K – – –
OPA
1187
Old Port Advisors
Maine
$240K -$6.97K -70 -3%
MSFP
1188
Mark Sheptoff Financial Planning
Connecticut
$240K – – –
MWM
1189
Modera Wealth Management
New Jersey
$240K -$1.59K -16 -0.7%
WCF
1190
West Coast Financial
California
$239K – – –
GWM
1191
Gitterman Wealth Management
New Jersey
$237K +$233K +2,342 New
SWP
1192
Strategic Wealth Partners
Ohio
$236K -$1.49K -15 -0.6%
RC
1193
Roundview Capital
New Jersey
$235K – – –
NAS
1194
Nicolet Advisory Services
Wisconsin
$232K +$228K +2,286 New
GIM
1195
Greenwich Investment Management
Connecticut
$232K – – –
RPWA
1196
Regent Peak Wealth Advisors
Georgia
$230K +$227K +2,279 New
GIM
1197
Grassi Investment Management
California
$230K -$19.9K -200 -8%
PFS
1198
Physicians Financial Services
North Carolina
$229K -$9.96K -100 -4%
CF
1199
Centaurus Financial
California
$228K -$105K -1,059 -32%
RCM
1200
Raleigh Capital Management
North Carolina
$228K +$11.9K +119 +6%
46 47
48
49 50