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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
776
Raymond James Trust
Florida
$660K +$306K +2,996 +89%
FI
777
FormulaFolio Investments
Michigan
$658K +$6.02K +59 +0.9%
RIM
778
Regent Investment Management
Kentucky
$657K – – –
OWA
779
Outlook Wealth Advisors
Texas
$654K – – –
ZB
780
Zions Bancorporation
Utah
$654K +$74.1K +726 +13%
FSC
781
Full Sail Capital
Oklahoma
$652K – – –
BFM
782
Boston Financial Management
Massachusetts
$651K – – –
JMFC
783
J.M. Forbes & Co
Massachusetts
$645K – – –
CAM
784
Cresset Asset Management
Illinois
$645K +$188K +1,838 +42%
SS
785
Sunbelt Securities
Texas
$644K +$634K +6,213 New
GIA
786
Gateway Investment Advisers
Ohio
$630K -$951K -9,313 -61%
BFO
787
Biltmore Family Office
North Carolina
$622K +$306K +3,000 +100%
CAN
788
Cetera Advisor Networks
California
$607K -$19.9K -195 -3%
CCA
789
Checchi Capital Advisers
California
$587K -$254K -2,490 -31%
BFO
790
Boston Family Office
Massachusetts
$587K -$56.2K -550 -9%
AIC
791
Ameritas Investment Company
Nebraska
$581K +$572K +5,604 New
EFSCE
792
Enterprise Financial Services Corp (EFSC)
Missouri
$579K +$549K +5,373 +2,534%
Capstone Investment Advisors
793
Capstone Investment Advisors
New York
$578K +$570K +5,580 New
VAS
794
Vestmark Advisory Solutions
Massachusetts
$577K +$132K +1,293 +30%
RGC
795
Roberts, Glore & Co
Illinois
$573K -$20.9K -205 -4%
GC
796
Grace Capital
Massachusetts
$565K -$2.56M -25,099 -82%
FNBOO
797
First National Bank of Omaha
Nebraska
$559K +$16K +157 +3%
CIM
798
Contravisory Investment Management
Massachusetts
$557K -$5.41K -53 -1%
DJSG
799
D.J. St. Germain
Massachusetts
$556K +$548K +5,366 New
CIA
800
Capital Investment Advisors
Georgia
$552K +$79.7K +781 +17%