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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
801
Segment Wealth Management
Texas
$902K -$39.7K -384 -4%
ANI
802
American National Insurance
Texas
$901K -$5.77M -55,800 -87%
FBC
803
Fairfield, Bush & Co
Connecticut
$897K -$21.7K -210 -2%
FL
804
Fort LP
Maryland
$890K +$165K +1,595 +23%
MCM
805
Mitchell Capital Management
Kansas
$884K -$279K -2,697 -24%
EWM
806
Empirical Wealth Management
Washington
$878K +$467K +4,517 +115%
IDA
807
Intelligence Driven Advisers
California
$876K +$896K +8,665 New
VVP
808
Venture Visionary Partners
Ohio
$869K -$174K -1,685 -17%
American Century Companies
809
American Century Companies
Missouri
$867K +$112K +1,079 +15%
MCC
810
Malaga Cove Capital
California
$866K
ST
811
Smithfield Trust
Pennsylvania
$857K -$8.48K -82 -1%
FNT
812
First Nebraska Trust
Nebraska
$856K +$1.03K +10 +0.1%
IIA
813
ICW Investment Advisors
Arizona
$848K +$71.8K +694 +9%
AWM
814
Accurate Wealth Management
Florida
$847K -$1.55K -15 -0.3%
GC
815
Grimes & Company
Massachusetts
$839K +$1.24K +12 +0.1%
WF
816
Wayfinding Financial
Washington
$836K +$863K +8,343 New
MSE
817
MUFG Securities EMEA
United Kingdom
$832K +$829K +8,021 New
IWC
818
Integrated Wealth Concepts
Massachusetts
$824K -$17.5K -169 -2%
BCAM
819
Boston Common Asset Management
Massachusetts
$815K
TCM
820
Tran Capital Management
California
$814K -$25.5M -246,640 -97%
APA
821
American Portfolios Advisors
New York
$811K +$20.4K +197 +3%
WT
822
Washington Trust
Rhode Island
$811K -$33.6K -325 -4%
MPPLM
823
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$811K -$3.62K -35 -0.4%
IAN
824
Integrated Advisors Network
Texas
$809K +$25.4K +246 +3%
WI
825
Wintrust Investments
Illinois
$808K +$805K +7,783 New