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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1301
Cornerstone Wealth Group
North Carolina
$454K -$8.34K -46 -2%
CP
1302
Clarendon Private
Massachusetts
$453K -$275K -1,516 -37%
BPWM
1303
BCS Private Wealth Management
New Jersey
$450K +$473K +2,609 New
PTC
1304
Private Trust Company
Ohio
$450K +$3.08K +17 +0.7%
ONB
1305
Old National Bancorp
Indiana
$449K +$80.5K +444 +21%
RF
1306
Rossby Financial
Florida
$449K -$8.16K -45 -2%
BBP
1307
Banco BTG Pactual
Brazil
$448K +$255K +1,408 +118%
PWM
1308
Perigon Wealth Management
California
$446K -$163K -900 -26%
NB
1309
Northwest Bancshares
Pennsylvania
$445K +$7.62K +42 +2%
IAS
1310
Insigneo Advisory Services
Florida
$444K -$292K -1,612 -38%
TCM
1311
Teza Capital Management
Illinois
$443K +$71.6K +395 +18%
FM
1312
Foster & Motley
Ohio
$443K -$9.97K -55 -2%
CWM
1313
Connecticut Wealth Management
Connecticut
$443K – – –
MT
1314
Midwest Trust
Kansas
$439K +$462K +2,549 New
FBT
1315
First Bank & Trust
South Dakota
$438K +$9.25K +51 +2%
PBO
1316
Peoples Bank (Ohio)
Ohio
$436K -$13.4K -74 -3%
BW
1317
Blalock Williams
Alabama
$436K +$43.9K +242 +11%
WA
1318
WBH Advisory
Maryland
$434K – – –
SPI
1319
Santori & Peters Inc
Pennsylvania
$433K -$1.63K -9 -0.4%
HIP
1320
Harrell Investment Partners
Texas
$433K -$1.87M -10,333 -80%
KWA
1321
Kingswood Wealth Advisors
California
$430K -$328K -1,808 -42%
AA
1322
Advisory Alpha
Michigan
$430K +$56.6K +312 +14%
IGAM
1323
iA Global Asset Management
Quebec, Canada
$428K -$13.4M -73,756 -97%
LAM
1324
L2 Asset Management
Massachusetts
$427K +$12K +66 +3%
BAM
1325
Belpointe Asset Management
Nevada
$421K -$124K -682 -22%
51 52
53
54 55