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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
826
Prelude Capital Management
New York
$210K -$431K -7,715 -64%
Vanguard National Trust
827
Vanguard National Trust
Pennsylvania
$210K +$89.7K +1,605 +60%
GIA
828
Gateway Investment Advisers
Ohio
$209K -$212K -3,798 -47%
JMFC
829
J.M. Forbes & Co
Massachusetts
$209K
MWM
830
Modera Wealth Management
New Jersey
$209K -$57K -1,019 -19%
OIA
831
OneDigital Investment Advisors
Kansas
$207K -$320K -5,723 -58%
HSA
832
HBK Sorce Advisory
Pennsylvania
$207K -$153K -2,738 -42%
AWM
833
Apollon Wealth Management
South Carolina
$206K -$247K -4,426 -51%
SAM
834
Secure Asset Management
Michigan
$205K +$26.2K +468 +13%
CIC
835
Chilton Investment Company
Connecticut
$204K
SIG
836
Sargent Investment Group
Maryland
$203K -$56 -1 -0%
IFG
837
Independent Financial Group
California
$202K -$27.7K -496 -11%
EWS
838
Evergreen Wealth Solutions
Pennsylvania
$202K -$28.3K -506 -12%
LA
839
Layline Advisors
New York
$201K +$229K +4,103 New
PCTC
840
Perkins Coie Trust Company
Washington
$201K
LFAS
841
Level Four Advisory Services
Texas
$200K -$100K -1,795 -31%
WT
842
Whittier Trust
California
$200K +$5.92K +106 +3%
IAIM
843
International Assets Investment Management
Florida
$199K +$51.4K +920 +31%
SIA
844
Soltis Investment Advisors
Utah
$199K -$103K -1,851 -31%
GXJ
845
Global X Japan
Japan
$197K +$33.9K +607 +18%
SOS
846
Silver Oak Securities
Tennessee
$195K +$223K +3,983 New
WETS
847
Wealth Enhancement Trust Services
South Dakota
$193K -$469K -8,386 -68%
RC
848
Rexford Capital
Texas
$192K
CT
849
Caldwell Trust
Florida
$192K -$30.2K -540 -12%
AEPWM
850
Atlantic Edge Private Wealth Management
Florida
$181K -$591K -10,570 -74%