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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SW
801
SVB Wealth
Massachusetts
$968K -$17.9K -180 -2%
HWAM
802
Hennion & Walsh Asset Management
New Jersey
$967K -$95.3K -957 -9%
S
803
SimplyRich
California
$955K
MFG
804
Merit Financial Group
Georgia
$938K +$511K +5,129 +124%
BCM
805
Bayesian Capital Management
New York
$932K +$918K +9,222 New
AA
806
Addison Advisors
Vermont
$931K
Koshinski Asset Management
807
Koshinski Asset Management
Illinois
$930K +$20.4K +205 +2%
BCM
808
Brookstone Capital Management
Illinois
$929K -$15.9K -160 -2%
IMCOOI
809
Investment Management Corp of Ontario (IMCO)
Canada
$928K +$915K +9,185 New
BCM
810
Brown Capital Management
Maryland
$927K -$21.3K -214 -2%
AIC
811
Aurora Investment Counsel
Georgia
$925K -$8.66K -87 -0.9%
LGA
812
Lebenthal Global Advisors
New York
$914K +$274K +2,754 +44%
BFG
813
Bleakley Financial Group
New Jersey
$912K +$899K +9,026 New
CFCI
814
Comprehensive Financial Consultants Institutional
Indiana
$911K +$885K +8,890 New
KCM
815
Kendall Capital Management
Maryland
$909K -$77.7K -780 -8%
AAS
816
Avantax Advisory Services
Texas
$906K +$21K +211 +2%
IDA
817
Intelligence Driven Advisers
California
$885K
GI
818
GAMCO Investors
Connecticut
$879K -$378K -3,800 -30%
GC
819
Grimes & Company
Massachusetts
$878K +$60.2K +604 +7%
FCH
820
Freestone Capital Holdings
Washington
$876K -$113K -1,135 -12%
PCH
821
PGIM Custom Harvest
New Jersey
$875K +$863K +8,661 New
SAM
822
Sompo Asset Management
Japan
$873K +$163K +1,640 +23%
HI
823
Harbour Investments
Wisconsin
$873K +$188K +1,892 +28%
EWA
824
EP Wealth Advisors
California
$872K +$859K +8,626 New
RP
825
Riverwater Partners
Wisconsin
$865K +$31.5K +316 +4%