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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
751
Comprehensive Financial Consultants Institutional
Indiana
$2.43M +$11.1K +67 +0.5%
WANY
752
Wealthspire Advisors (New York)
New York
$2.43M +$256K +1,552 +13%
HR
753
Hardy Reed
Mississippi
$2.4M
BAMCO Inc
754
BAMCO Inc
New York
$2.39M
HCM
755
Howland Capital Management
Massachusetts
$2.39M +$22.4K +136 +1%
SC
756
Scotia Capital
Ontario, Canada
$2.35M +$414K +2,509 +24%
TIAA Trust, National Association
757
TIAA Trust, National Association
North Carolina
$2.33M +$232K +1,407 +12%
BFA
758
Buttonwood Financial Advisors
Maryland
$2.32M -$112K -676 -5%
AAS
759
Annex Advisory Services
Wisconsin
$2.31M
XT
760
XTX Topco
Cayman Islands
$2.31M +$356K +2,157 +20%
BHBT
761
Burke & Herbert Bank & Trust
Virginia
$2.31M -$14K -85 -0.7%
CFG
762
Citizens Financial Group
Rhode Island
$2.3M +$36.6K +222 +2%
GI
763
GLOBALT Investments
Georgia
$2.3M +$50.5K +306 +2%
AIIMS
764
Analyst IMS Investment Management Services
Israel
$2.29M
ST
765
Sabal Trust
Florida
$2.27M
DWM
766
Dakota Wealth Management
Florida
$2.27M -$76.7K -465 -4%
S
767
SignatureFD
Georgia
$2.26M -$198K -1,199 -9%
CCA
768
Covey Capital Advisors
Georgia
$2.26M -$70.9K -430 -3%
STA
769
Summit Trail Advisors
New York
$2.25M +$15.7K +95 +0.8%
MSFS
770
Main Street Financial Solutions
Pennsylvania
$2.25M -$35.6K -216 -2%
HAG
771
HighPoint Advisor Group
Illinois
$2.23M +$470K +2,848 +35%
MAM
772
Magellan Asset Management
Australia
$2.23M -$788K -4,779 -28%
SC
773
Sawyer & Company
Massachusetts
$2.23M +$40.2K +244 +2%
EWA
774
EP Wealth Advisors
California
$2.22M +$16K +97 +0.8%
CIA
775
Concurrent Investment Advisors
Florida
$2.22M +$182K +1,105 +10%