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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
701
TIAA FSB
Florida
$1.51M -$157K -1,429 -10%
MCCA
702
Mill Creek Capital Advisors
Pennsylvania
$1.5M -$3.41K -31 -0.2%
PTC
703
Provident Trust Company
Wisconsin
$1.49M – – –
AAS
704
Annex Advisory Services
Wisconsin
$1.49M -$147K -1,340 -9%
NIG
705
NFJ Investment Group
Texas
$1.48M +$334K +3,035 +30%
BWM
706
BerganKDV Wealth Management
Minnesota
$1.45M +$59.3K +539 +4%
AWS
707
Atria Wealth Solutions
New York
$1.44M -$22.7K -206 -2%
DCM
708
Davidson Capital Management
Texas
$1.44M +$585K +5,315 +72%
FTDI
709
First Trust Direct Indexing
Massachusetts
$1.42M +$102K +926 +8%
SC
710
Scotia Capital
Ontario, Canada
$1.42M -$442K -4,018 -24%
FCM
711
Fairbanks Capital Management
California
$1.39M -$208K -1,890 -13%
PCA
712
Private Capital Advisors
Connecticut
$1.39M – – –
EWA
713
EP Wealth Advisors
California
$1.38M -$732K -6,656 -77%
MCM
714
Manchester Capital Management
Vermont
$1.37M – – –
P
715
Pitcairn
Pennsylvania
$1.36M +$21K +191 +2%
SC
716
Sawyer & Company
Massachusetts
$1.36M -$4.95K -45 -0.4%
BOC
717
Barbara Oil Co
Illinois
$1.36M – – –
BAAM
718
Baker Avenue Asset Management
California
$1.34M +$610K +5,544 +88%
BL
719
Balentine LLC
Georgia
$1.34M -$35.3K -321 -3%
DSC
720
Duncker Streett & Co
Missouri
$1.34M -$26.4K -240 -2%
IFS
721
Ifrah Financial Services
Arkansas
$1.34M -$37K -336 -3%
PCM
722
Poehling Capital Management
Wisconsin
$1.34M +$158K +1,438 +14%
BCA
723
Bray Capital Advisors
Florida
$1.32M +$136K +1,234 +12%
KA
724
Kovack Advisors
Florida
$1.32M -$33.6K -305 -3%
AAS
725
Avantax Advisory Services
Texas
$1.32M +$294K +2,671 +30%
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