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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CQS
551
Credential Qtrade Securities
$1.21M +$10.9K +132 +1%
V
552
Veritable
Delaware
$1.21M +$24.5K +297 +2%
CIA
553
Choate Investment Advisors
Massachusetts
$1.2M -$36.3K -440 -3%
CFGS
554
Concourse Financial Group Securities
Alabama
$1.19M -$22.9K -277 -2%
CWM
555
Confluence Wealth Management
Oregon
$1.19M -$3.47K -42 -0.3%
PC
556
PA Capital
Virginia
$1.18M +$1.11M +13,415 New
APG
557
Abacus Planning Group
South Carolina
$1.14M -$12K -145 -1%
DSI
558
Daiwa SB Investments
Japan
$1.13M +$79.2K +960 +8%
II
559
Inspire Investing
Idaho
$1.12M +$184K +2,230 +21%
IFS
560
Ifrah Financial Services
Arkansas
$1.12M -$10.3K -125 -1%
BFM
561
Boothbay Fund Management
New York
$1.12M +$1.05M +12,691 New
B
562
Barings
North Carolina
$1.11M +$503K +6,100 +94%
VWM
563
Valley Wealth Managers
New Jersey
$1.11M +$647K +7,845 +165%
BSW
564
Buckingham Strategic Wealth
Missouri
$1.1M +$58.9K +714 +6%
PM
565
Penbrook Management
New York
$1.09M – – –
LNWWM
566
Laird Norton Wetherby Wealth Management
California
$1.08M +$24.8K +300 +3%
PNC
567
Park National Corp
Ohio
$1.08M -$74.1K -898 -7%
PCA
568
Private Capital Advisors
Connecticut
$1.08M – – –
AssetMark Inc
569
AssetMark Inc
California
$1.08M -$165K -1,996 -14%
VFA
570
Voya Financial Advisors
Connecticut
$1.07M +$64.1K +777 +7%
GSBTD
571
Glenview State Bank Trust Department
Illinois
$1.06M -$116K -1,400 -10%
FFA
572
First Foundation Advisors
California
$1.03M +$966K +11,712 New
IDA
573
Intelligence Driven Advisers
California
$1.03M -$3.22K -39 -0.3%
CI
574
Conning Inc
Connecticut
$1.03M -$10.7K -130 -1%
EMB
575
Elefante Mark B
$1.03M -$161K -1,949 -14%