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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
701
Moody National Bank Trust Division
Texas
$365K +$58.6K +1,049 +16%
CCM
702
Cox Capital Management
Massachusetts
$360K -$656K -11,731 -62%
PCS
703
Personal CFO Solutions
New Jersey
$359K +$76.2K +1,363 +23%
LIA
704
LS Investment Advisors
Michigan
$356K -$61.5K -1,100 -13%
SAI
705
Savvy Advisors Inc
New York
$348K +$14.4K +257 +4%
TCOV
706
Trust Company of Vermont
Vermont
$346K +$395K +7,060 New
MC
707
Moors & Cabot
Massachusetts
$343K -$42.7K -764 -10%
HTC
708
Haverford Trust Company
Pennsylvania
$342K – – –
IWM
709
IHT Wealth Management
Illinois
$338K -$43.3K -775 -10%
Kovitz Investment Group Partners
710
Kovitz Investment Group Partners
Illinois
$337K -$1.23K -22 -0.3%
AIM
711
Advyzon Investment Management
Illinois
$331K +$49.4K +884 +15%
S
712
SignatureFD
Georgia
$330K -$166K -2,970 -31%
DWM
713
Dynasty Wealth Management
Florida
$329K +$375K +6,712 New
IAMOG
714
Investors Asset Management of Georgia
Georgia
$329K -$22.4K -400 -6%
UB
715
UMB Bank
Missouri
$326K +$50K +895 +16%
TC
716
TownSquare Capital
Utah
$326K +$13.2K +236 +4%
CBT
717
CoreFirst Bank & Trust
Kansas
$325K +$23.8K +425 +7%
KTM
718
Keeler Thomas Management
Utah
$324K +$74.2K +1,327 +25%
CVM
719
Cheviot Value Management
California
$322K -$7.66K -137 -2%
PAW
720
Plan A Wealth
Nebraska
$322K +$46.4K +830 +14%
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$317K -$125K -2,228 -26%
DCM
722
Dorato Capital Management
Colorado
$317K -$10.7K -192 -3%
SWASL
723
Spartan Wealth Advisory Services LLC
Michigan
$317K -$73.8K -1,320 -17%
LC
724
Landaas & Company
Wisconsin
$317K -$35.2K -630 -9%
PCIA
725
Prime Capital Investment Advisors
Kansas
$316K -$71K -1,271 -16%