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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RT
1401
Rockland Trust
Massachusetts
$249K – – –
ALC
1402
Alexander Labrunerie & Co
Missouri
$249K – – –
LA
1403
Latitude Advisors
Florida
$248K +$3.94K +26 +2%
GFG
1404
Goldstone Financial Group
Illinois
$246K +$250K +1,650 New
PFS
1405
Prospera Financial Services
Texas
$245K +$5.6K +37 +2%
SIG
1406
Stonegate Investment Group
Alabama
$244K – – –
PIWA
1407
Prevail Innovative Wealth Advisors
Kansas
$244K +$1.06K +7 +0.4%
OSNBOA
1408
Old Second National Bank of Aurora
Illinois
$243K – – –
PWA
1409
Physician Wealth Advisors
Utah
$241K +$232K +1,535 New
HC
1410
Hourglass Capital
Texas
$241K – – –
CLOS
1411
Compagnie Lombard Odier SCmA
Switzerland
$240K +$35.3K +233 +17%
CA
1412
Crewe Advisors
Utah
$240K +$31.6K +209 +15%
2L
1413
25 LLC
Missouri
$240K – – –
VCM
1414
Vision Capital Management
Oregon
$239K – – –
ATFA
1415
All Terrain Financial Advisors
Minnesota
$238K – – –
AA
1416
Alta Advisers
United Kingdom
$238K – – –
TW
1417
TritonPoint Wealth
Maryland
$238K +$242K +1,598 New
VCP
1418
Verus Capital Partners
Arizona
$238K +$3.03K +20 +1%
WAP
1419
Wealthcare Advisory Partners
Pennsylvania
$237K +$605 +4 +0.3%
DCM
1420
Driehaus Capital Management
Illinois
$237K +$241K +1,590 New
WB
1421
West Bancorporation
Iowa
$237K -$2.27K -15 -0.9%
GJWM
1422
Gilliland Jeter Wealth Management
Arkansas
$234K – – –
OL
1423
OneFund LLC
Florida
$234K +$3.63K +24 +2%
OCM
1424
Osterweis Capital Management
California
$234K +$38K +251 +19%
OAS
1425
Optivise Advisory Services
Tennessee
$234K +$237K +1,568 New