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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
801
Boston Partners
Massachusetts
$971K +$957K +9,607 New
IAN
802
Integrated Advisors Network
Texas
$971K -$29.8K -299 -3%
SW
803
SVB Wealth
Massachusetts
$968K -$17.9K -180 -2%
HWAM
804
Hennion & Walsh Asset Management
New Jersey
$967K -$95.3K -957 -9%
S
805
SimplyRich
California
$955K – – –
MFG
806
Merit Financial Group
Georgia
$938K +$511K +5,129 +124%
BCM
807
Bayesian Capital Management
New York
$932K +$918K +9,222 New
AA
808
Addison Advisors
Vermont
$931K – – –
Koshinski Asset Management
809
Koshinski Asset Management
Illinois
$930K +$20.4K +205 +2%
BCM
810
Brookstone Capital Management
Illinois
$929K -$15.9K -160 -2%
IMCOOI
811
Investment Management Corp of Ontario (IMCO)
Canada
$928K +$915K +9,185 New
BCM
812
Brown Capital Management
Maryland
$927K -$21.3K -214 -2%
AIC
813
Aurora Investment Counsel
Georgia
$925K -$8.66K -87 -0.9%
LGA
814
Lebenthal Global Advisors
New York
$914K +$274K +2,754 +44%
BFG
815
Bleakley Financial Group
New Jersey
$912K +$899K +9,026 New
CFCI
816
Comprehensive Financial Consultants Institutional
Indiana
$911K +$885K +8,890 New
KCM
817
Kendall Capital Management
Maryland
$909K -$77.7K -780 -8%
AAS
818
Avantax Advisory Services
Texas
$906K +$21K +211 +2%
IDA
819
Intelligence Driven Advisers
California
$885K – – –
GI
820
GAMCO Investors
Connecticut
$879K -$378K -3,800 -30%
GC
821
Grimes & Company
Massachusetts
$878K +$60.2K +604 +7%
FCH
822
Freestone Capital Holdings
Washington
$876K -$113K -1,135 -12%
PCH
823
PGIM Custom Harvest
New Jersey
$875K +$863K +8,661 New
SAM
824
Sompo Asset Management
Japan
$873K +$163K +1,640 +23%
HI
825
Harbour Investments
Wisconsin
$873K +$188K +1,892 +28%