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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
QT
801
Quantamental Technologies
New York
$728K +$303K +2,748 +78%
SS
802
Sunbelt Securities
Texas
$724K +$5.3K +48 +0.8%
CC
803
ClearArc Capital
Ohio
$722K -$261K -2,365 -27%
TI
804
tru Independence
Oregon
$712K +$827K +7,489 New
QT
805
Quantbot Technologies
New York
$708K -$437K -3,957 -39%
GP
806
Geneva Partners
Wisconsin
$708K +$319K +2,885 +89%
JMFC
807
J.M. Forbes & Co
Massachusetts
$701K -$17.7K -160 -3%
BFM
808
Boston Financial Management
Massachusetts
$699K -$26.5K -240 -4%
IIA
809
ICW Investment Advisors
Arizona
$695K +$664K +6,013 New
BFO
810
Biltmore Family Office
North Carolina
$694K – – –
MWM
811
Minot Wealth Management
Massachusetts
$677K +$612K +5,544 New
KeyBank National Association
812
KeyBank National Association
Ohio
$676K +$156K +1,414 +32%
HIA
813
Harbor Investment Advisory
Maryland
$673K +$643K +5,822 New
GCP
814
GSA Capital Partners
United Kingdom
$652K +$623K +5,639 New
EFSCE
815
Enterprise Financial Services Corp (EFSC)
Missouri
$646K – – –
CIP
816
Chartwell Investment Partners
Pennsylvania
$646K +$617K +5,589 New
GIA
817
Gateway Investment Advisers
Ohio
$642K -$58.7K -532 -9%
CCA
818
Checchi Capital Advisers
California
$640K -$14.5K -131 -2%
BOM
819
Bank of Marin
California
$640K +$611K +5,536 New
VWM
820
Valley Wealth Managers
New Jersey
$638K -$300K -2,719 -33%
RGC
821
Roberts, Glore & Co
Illinois
$635K -$4.31K -39 -0.7%
GC
822
Grace Capital
Massachusetts
$635K +$4.42K +40 +0.7%
BFO
823
Boston Family Office
Massachusetts
$632K -$22.1K -200 -4%
NFG
824
Next Financial Group
Texas
$630K -$107K -968 -15%
CIM
825
Contravisory Investment Management
Massachusetts
$620K -$2.1K -19 -0.4%