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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LI
1501
LRI Investments
Florida
$131K +$32K +223 +1%
MR
1502
Munich Reinsurance
$130K +$145K +1,012 New
HWM
1503
Hemington Wealth Management
Virginia
$129K +$20.6K +144 +17%
WAM
1504
WFA Asset Management
Wisconsin
$128K – – –
OC
1505
Oakworth Capital
Alabama
$127K -$4.73K -33 -3%
PWA
1506
Physician Wealth Advisors
Utah
$126K -$30.7K -214 -18%
HWA
1507
Heartwood Wealth Advisors
Virginia
$122K +$136K +950 New
VC
1508
Vestor Capital
Illinois
$121K -$2.73M -19,055 -95%
SSG
1509
Summit Securities Group
New York
$121K +$80.7K +563 +151%
Point72 Asset Management
1510
Point72 Asset Management
Connecticut
$116K -$65.2M -454,911 -100%
WPWM
1511
Western Pacific Wealth Management
Illinois
$113K – – –
TLA
1512
Tanglewood Legacy Advisors
Texas
$112K – – –
IWA
1513
Icon Wealth Advisors
Texas
$111K -$12.6K -88 -9%
SS
1514
Sunbelt Securities
Texas
$111K +$81K +565 +192%
GIA
1515
GHP Investment Advisors
Colorado
$110K – – –
CAM
1516
Creekmur Asset Management
Illinois
$109K -$88.4K -617 -42%
EWM
1517
Evermay Wealth Management
Virginia
$109K – – –
ANBT
1518
American National Bank & Trust
Texas
$108K -$12.2M -85,372 -99%
CWM
1519
Crowley Wealth Management
Delaware
$108K – – –
GSIAS
1520
Garden State Investment Advisory Services
New Jersey
$104K +$115K +803 New
HFS
1521
Hopwood Financial Services
Virginia
$103K – – –
RBC
1522
Roble Belko & Company
Pennsylvania
$103K -$115K -800 -50%
Cohen & Steers
1523
Cohen & Steers
New York
$103K – – –
RCM
1524
Richardson Capital Management
Wisconsin
$101K +$112K +782 New
EPW
1525
Evergreen Private Wealth
Colorado
$99.4K +$573 +4 +0.5%