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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
IRF
726
IBM Retirement Fund
New York
$898K +$263K +2,580 +42%
NB
727
NBT Bank
New York
$894K -$38.4K -376 -4%
CC
728
ClearArc Capital
Ohio
$891K +$281K +2,751 +47%
HB
729
Homrich & Berg
Georgia
$889K +$264K +2,584 +43%
HMS
730
Hanseatic Management Services
New Mexico
$885K +$872K +8,546 New
SIM
731
Sadoff Investment Management
Wisconsin
$877K – – –
FCH
732
Freestone Capital Holdings
Washington
$872K +$65K +637 +8%
ZCA
733
Zeke Capital Advisors
Pennsylvania
$868K +$257K +2,518 +43%
KWM
734
Kingsview Wealth Management
Oregon
$867K +$5.11K +50 +0.6%
FA
735
FDx Advisors
Illinois
$863K -$849K -8,312 -50%
Verition Fund Management
736
Verition Fund Management
Connecticut
$859K +$847K +8,295 New
HIIFS
737
Harel Insurance Investments & Financial Services
Israel
$854K +$295K +2,888 +54%
VWM
738
Valley Wealth Managers
New Jersey
$852K -$217K -2,129 -21%
SWP
739
Stratos Wealth Partners
Ohio
$850K +$24.2K +237 +3%
CF
740
Copperwynd Financial
Arizona
$836K +$7.76K +76 +1%
CI
741
Conning Inc
Connecticut
$832K +$94.9K +930 +13%
HT
742
Heritage Trust
Oklahoma
$829K – – –
MERSOM
743
Municipal Employees' Retirement System of Michigan
Michigan
$829K +$263K +2,580 +48%
BWM
744
Buckley Wealth Management
Nevada
$823K -$27.1K -265 -3%
V
745
VeraBank
Texas
$817K – – –
WT
746
Washington Trust
Rhode Island
$812K +$49.4K +484 +7%
SHGA
747
Sand Hill Global Advisors
California
$795K +$783K +7,673 New
BAM
748
Belpointe Asset Management
Nevada
$794K +$782K +7,664 New
SBIA
749
Sheaff Brock Investment Advisors
Indiana
$790K +$10.2K +100 +1%
GH
750
GAM Holding
Switzerland
$777K +$436K +4,275 +133%