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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
651
Abundance Wealth Counselors
Pennsylvania
$653K +$118K +1,911 +20%
CPIG
652
Chicago Partners Investment Group
Illinois
$650K +$155K +2,509 +32%
MAS
653
Meeder Advisory Services
Ohio
$647K -$82.7K -1,336 -10%
Los Angeles Capital Management
654
Los Angeles Capital Management
California
$643K +$562K +9,077 +370%
JHCP
655
Jackson Hole Capital Partners
Oklahoma
$642K +$10.6K +172 +2%
PIM
656
Penobscot Investment Management
Massachusetts
$638K
AAS
657
Annex Advisory Services
Wisconsin
$633K -$101K -1,627 -13%
WANY
658
Wealthspire Advisors (New York)
New York
$630K +$54.9K +887 +9%
RCAG
659
Rehmann Capital Advisory Group
Michigan
$625K +$17.5K +283 +3%
PGFC
660
Peapack-Gladstone Financial Corp
New Jersey
$622K +$89.9K +1,453 +15%
CF
661
Convergence Financial
Missouri
$616K +$31.3K +506 +5%
BP
662
Ballentine Partners
Massachusetts
$604K +$340K +5,491 +103%
FPAS
663
Focus Partners Advisor Solutions
Missouri
$602K +$479K +7,745 +255%
FHA
664
Flagship Harbor Advisors
Massachusetts
$601K +$78.3K +1,266 +13%
NSUP
665
NLB Skladi upravljanje premozenja
$600K -$406K -6,559 -38%
Fayez Sarofim & Co
666
Fayez Sarofim & Co
Texas
$600K -$117K -1,896 -15%
RFC
667
Regions Financial Corp
Alabama
$595K -$209K -3,374 -24%
PPWP
668
Premier Path Wealth Partners
New Jersey
$595K -$222K -3,593 -25%
MWM
669
Mission Wealth Management
California
$592K +$15.6K +252 +2%
PWM
670
Power Wealth Management
Georgia
$591K -$371 -6 -0.1%
HCM
671
Howland Capital Management
Massachusetts
$591K -$53K -856 -7%
Walleye Capital
672
Walleye Capital
New York
$589K -$23.3M -375,957 -97%
VI
673
Vestcor Inc
New Brunswick, Canada
$589K
TCA
674
Transcend Capital Advisors
New Jersey
$586K +$403K +6,516 +164%
BBHC
675
Brown Brothers Harriman & Co
New York
$584K +$178K +2,881 +38%