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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1251
Washington Trust Advisors
Massachusetts
$184K +$697 +7 +0.4%
GWS
1252
Glassman Wealth Services
Virginia
$182K +$71.6K +719 +67%
CWP
1253
Concord Wealth Partners
Virginia
$181K +$179K +1,795 New
CFFP
1254
Center for Financial Planning
Michigan
$181K +$178K +1,792 New
TPCW
1255
TD Private Client Wealth
New York
$180K +$8.27K +83 +5%
WPWM
1256
Western Pacific Wealth Management
Illinois
$179K +$54.8K +550 +45%
BTI
1257
Blue Trust Inc
Georgia
$179K +$65.9K +662 +53%
AF
1258
Allworth Financial
California
$179K -$5.18K -52 -3%
TC
1259
Truvestments Capital
Florida
$174K +$172K +1,726 New
PPC
1260
Park Place Capital
Alabama
$168K +$165K +1,661 New
AA
1261
Alta Advisers
United Kingdom
$162K – – –
SSB
1262
Sandy Spring Bank
Maryland
$161K – – –
TCOV
1263
Trust Company of Vermont
Vermont
$159K +$13.3K +134 +9%
SWA
1264
Sutton Wealth Advisors
Florida
$159K +$7.67K +77 +5%
CFGS
1265
Concourse Financial Group Securities
Alabama
$158K +$1.2K +12 +0.8%
BAM
1266
Bellevue Asset Management
Washington
$154K – – –
IAIM
1267
International Assets Investment Management
Florida
$153K +$1.03M +10,336 +954%
CG
1268
Cutler Group
California
$152K +$89.7K +901 +148%
OA
1269
Operose Advisors
Wisconsin
$152K +$149K +1,500 New
CSB
1270
City State Bank
Iowa
$151K – – –
TFA
1271
Transamerica Financial Advisors
Florida
$148K -$937K -9,411 -87%
3IP
1272
3Chopt Investment Partners
Virginia
$146K +$144K +1,448 New
OWA
1273
One Wealth Advisors
California
$144K -$100K -1,007 -41%
SBL
1274
Sargent Bickham Lagudis
Colorado
$141K – – –
DCM
1275
Dupont Capital Management
Delaware
$135K -$12.9K -130 -9%
49 50
51
52 53