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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PG
1226
Pendal Group
Australia
$212K -$195K -1,962 -48%
FMP
1227
Financial Management Professionals
Texas
$209K -$498 -5 -0.2%
JA
1228
JLB & Associates
Michigan
$209K +$207K +2,075 New
PCP
1229
Proficio Capital Partners
Massachusetts
$209K +$206K +2,065 New
DBG
1230
De Burlo Group
Massachusetts
$209K – – –
SEC
1231
Seven Eight Capital
New York
$208K +$205K +2,061 New
BFO
1232
Biltmore Family Office
North Carolina
$206K +$203K +2,043 New
RWA
1233
Ropes Wealth Advisors
Massachusetts
$206K +$203K +2,034 New
PP
1234
Paloma Partners
Connecticut
$205K +$192K +1,932 +1,932%
GA
1235
Goldstein Advisors
Wisconsin
$204K +$201K +2,017 New
SOS
1236
Silver Oak Securities
Tennessee
$203K -$44.3K -445 -18%
GA
1237
GraniteShares Advisors
New York
$203K -$27.6K -277 -12%
WWM
1238
Western Wealth Management
Colorado
$202K -$240K -2,414 -55%
LI
1239
LVZ Inc
Michigan
$202K +$199K +2,001 New
CM
1240
Castleark Management
Illinois
$202K – – –
CNC
1241
Canandaigua National Corp
New York
$202K +$199K +2,001 New
EFSCE
1242
Enterprise Financial Services Corp (EFSC)
Missouri
$202K +$199K +1,997 New
CF
1243
Corrigan Financial
Rhode Island
$201K +$198K +1,989 New
KMWM
1244
Keudell/Morrison Wealth Management
Oregon
$201K +$198K +1,987 New
CA
1245
Claro Advisors
Massachusetts
$201K -$47.6K -478 -19%
First Manhattan
1246
First Manhattan
New York
$199K +$8.56K +86 +5%
IGWM
1247
ICA Group Wealth Management
Colorado
$194K -$113K -1,139 -37%
CFG
1248
CKW Financial Group
Hawaii
$192K – – –
BFPW
1249
BOK Financial Private Wealth
Colorado
$187K -$178K -1,790 -49%
BCFD
1250
Boit C.F. David
$187K – – –