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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
801
Avantax Advisory Services
Texas
$819K -$7.54K -74 -0.8%
VC
802
Veracity Capital
Georgia
$818K +$815 +8 +0.1%
WT
803
Whittier Trust
California
$815K +$300K +2,940 +51%
FFA
804
First Foundation Advisors
California
$813K -$1.86M -18,222 -68%
WF
805
Wayfinding Financial
Washington
$804K +$25.5K +250 +3%
VWM
806
Venturi Wealth Management
Texas
$800K -$18.3K -180 -2%
GIP
807
Granite Investment Partners
California
$799K -$51K -500 -6%
MCM
808
Mitchell Capital Management
Kansas
$797K
BPA
809
Beacon Pointe Advisors
California
$792K -$62.5K -613 -7%
Los Angeles Capital Management
810
Los Angeles Capital Management
California
$792K +$321K +3,153 +59%
APA
811
American Portfolios Advisors
New York
$781K +$14.7K +144 +2%
PBO
812
Peoples Bank (Ohio)
Ohio
$776K -$43.3K -425 -5%
IIA
813
ICW Investment Advisors
Arizona
$776K +$102 +1 +0%
ACS
814
Archford Capital Strategies
Illinois
$776K +$19.3K +189 +2%
VFA
815
Voya Financial Advisors
Connecticut
$771K +$163K +1,601 +25%
RP
816
Riverwater Partners
Wisconsin
$771K +$583K +5,720 +227%
FNT
817
First Nebraska Trust
Nebraska
$771K -$1.02K -10 -0.1%
SWM
818
Segment Wealth Management
Texas
$769K -$6.93K -68 -0.8%
WJWM
819
Williams Jones Wealth Management
New York
$762K
Brown Advisory
820
Brown Advisory
Maryland
$760K -$304K -2,979 -27%
GC
821
Grimes & Company
Massachusetts
$756K
FCM
822
Fortis Capital Management
Washington
$755K -$1.63K -16 -0.2%
WT
823
Washington Trust
Rhode Island
$744K
JIC
824
Johnson Investment Counsel
Ohio
$742K
AG
825
AIA Group
Hong Kong
$730K -$490K -4,809 -38%