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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
501
Live Oak Private Wealth
North Carolina
$8.69M -$2.39M -10,933 -22%
CRC
502
Curi RMB Capital
Illinois
$8.69M -$837K -3,825 -9%
Vontobel Holding
503
Vontobel Holding
Switzerland
$8.66M +$24.3K +111 +0.3%
CAPTRUST Financial Advisors
504
CAPTRUST Financial Advisors
North Carolina
$8.64M +$1.79M +8,176 +26%
HFS
505
Hantz Financial Services
Michigan
$8.57M -$1.66M -7,590 -16%
CSP
506
Cary Street Partners
Virginia
$8.56M -$363K -1,658 -4%
KRS
507
Kentucky Retirement Systems
Kentucky
$8.54M -$194K -887 -2%
CAC
508
Core Alternative Capital
Georgia
$8.48M -$1.9M -8,671 -18%
GWM
509
Geneos Wealth Management
Colorado
$8.45M +$792K +3,618 +10%
JGUA
510
John G. Ullman & Associates
New York
$8.44M -$70.7K -323 -0.8%
HWM
511
HB Wealth Management
Georgia
$8.42M +$2.04M +9,332 +32%
NRG
512
Nemes Rush Group
Michigan
$8.41M +$510K +2,329 +7%
GIM
513
Generate Investment Management
New Zealand
$8.39M -$16.8M -76,768 -67%
PAMG
514
Patton Albertson Miller Group
Tennessee
$8.36M -$2.09M -9,532 -20%
MS
515
Marshall & Sullivan
Washington
$8.29M -$530K -2,423 -6%
VCA
516
Verdence Capital Advisors
Maryland
$8.25M -$1.06M -4,845 -11%
CCG
517
Cloverfields Capital Group
Minnesota
$8.24M -$672K -3,071 -8%
NIM
518
Nicollet Investment Management
Minnesota
$8.18M +$639K +2,919 +9%
TIM
519
Thompson Investment Management
Wisconsin
$8.16M -$959K -4,382 -11%
FT
520
Fiduciary Trust
Massachusetts
$8.05M +$1.6M +7,289 +25%
SWM
521
Spire Wealth Management
Virginia
$8.03M -$1.13M -5,178 -12%
NME
522
Notis-McConarty Edward
$8.02M -$311K -1,420 -4%
GC
523
Guggenheim Capital
Illinois
$7.85M -$462K -2,110 -6%
MCM
524
MAI Capital Management
Ohio
$7.84M -$233K -1,063 -3%
EFM
525
Eley Financial Management
Vermont
$7.82M -$130K -595 -2%