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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
HTC
1201
Haverford Trust Company
Pennsylvania
$285K +$23.7K +201 +10%
PI
1202
Putnam Investments
Massachusetts
$283K -$5.18K -44 -2%
SC
1203
Sepio Capital
Utah
$282K – – –
GIA
1204
Gateway Investment Advisers
Ohio
$282K -$42.1K -358 -14%
First Manhattan
1205
First Manhattan
New York
$282K – – –
CPIG
1206
Chicago Partners Investment Group
Illinois
$281K -$16.5K -140 -6%
CFFP
1207
Center for Financial Planning
Michigan
$281K – – –
FWM
1208
Fairhaven Wealth Management
Illinois
$281K +$262K +2,224 New
PFS
1209
Physicians Financial Services
North Carolina
$279K – – –
SMA
1210
Sage Mountain Advisors
Georgia
$278K +$2.47K +21 +1%
JCM
1211
Jacobsen Capital Management
Utah
$278K -$2.12K -18 -0.8%
CFG
1212
Cooper Financial Group
California
$276K -$206K -1,747 -44%
DWM
1213
Dechtman Wealth Management
Colorado
$276K +$258K +2,188 New
VI
1214
Versor Investments
New York
$276K +$258K +2,188 New
KFS
1215
Kaizen Financial Strategies
California
$274K +$253K +2,148 New
ARC
1216
Advisor Resource Council
Texas
$273K +$254K +2,161 New
MW
1217
Marcum Wealth
Ohio
$270K -$13.3K -113 -5%
CNBT
1218
Canandaigua National Bank & Trust
New York
$269K +$3.18K +27 +1%
QT
1219
Quantamental Technologies
New York
$268K +$250K +2,125 New
SXL
1220
Summit X LLC
Missouri
$267K +$11.1K +94 +5%
KMWM
1221
Keudell/Morrison Wealth Management
Oregon
$267K +$12.8K +109 +5%
CFP
1222
Catalyst Financial Partners
Massachusetts
$267K +$34.3K +291 +16%
BWM
1223
Baron Wealth Management
Michigan
$266K +$10.5K +89 +4%
SOS
1224
Silver Oak Securities
Tennessee
$265K +$248K +2,103 New
UCI
1225
Uncommon Cents Investing
Wisconsin
$265K – – –