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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1176
Paradigm Asset Management
New York
$385K – – –
CFS
1177
CRA Financial Services
New Jersey
$378K – – –
NCM
1178
Neumann Capital Management
California
$371K +$342K +2,790 New
CWM
1179
Congress Wealth Management
Massachusetts
$370K +$101K +822 +42%
GIP
1180
Greatmark Investment Partners
Georgia
$370K -$64.4K -525 -16%
CT
1181
Colonial Trust
South Carolina
$369K -$1.23K -10 -0.4%
GJWM
1182
Gilliland Jeter Wealth Management
Arkansas
$369K +$341K +2,776 New
SSWM
1183
Sheets Smith Wealth Management
North Carolina
$369K +$341K +2,775 New
NRD
1184
Nebula Research & Development
New York
$368K -$614K -5,002 -64%
ACM
1185
Advisors Capital Management
New Jersey
$368K -$23.4K -191 -6%
EFSCE
1186
Enterprise Financial Services Corp (EFSC)
Missouri
$367K +$102K +830 +43%
BWP
1187
BSW Wealth Partners
Colorado
$365K +$21.8K +178 +7%
YDMI
1188
Y.D. More Investments
Israel
$364K +$51.7K +421 +18%
OWP
1189
Obermeyer Wealth Partners
Colorado
$363K +$4.29K +35 +1%
SIC
1190
Salem Investment Counselors
North Carolina
$360K +$19.6K +160 +6%
OP
1191
ORG Partners
Indiana
$356K +$51.7K +421 +19%
PP
1192
PDS Planning
Ohio
$356K -$9.33K -76 -3%
CPIA
1193
Cornell Pochily Investment Advisors
New York
$356K +$7K +57 +2%
KWA
1194
Kingswood Wealth Advisors
California
$355K +$79.4K +647 +32%
GSIAS
1195
Garden State Investment Advisory Services
New Jersey
$355K +$34.7K +283 +12%
RCM
1196
Raleigh Capital Management
North Carolina
$353K +$13.3K +108 +4%
CFP
1197
Catalyst Financial Partners
Massachusetts
$352K +$4.66K +38 +1%
BWG
1198
Berry Wealth Group
Texas
$352K +$325K +2,652 New
SCM
1199
Sandler Capital Management
New York
$352K – – –
AC
1200
Avestar Capital
New York
$350K +$94K +766 +41%
46 47
48
49 50