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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
826
Sowell Financial Services
Arkansas
$581K -$46.6K -468 -8%
BWP
827
Baldwin Wealth Partners
Massachusetts
$580K +$289K +2,900 +106%
NB
828
NBT Bank
New York
$579K -$233K -2,344 -29%
PP
829
Prudential plc
United Kingdom
$576K +$24.5K +246 +5%
VIA
830
Vident Investment Advisory
Georgia
$575K +$93.7K +941 +20%
EFSCE
831
Enterprise Financial Services Corp (EFSC)
Missouri
$574K -$3.98K -40 -0.7%
FL
832
Fort LP
Maryland
$572K -$249K -2,503 -31%
WMC
833
Westwood Management Corporation
Illinois
$564K -$25.8M -259,350 -98%
BOM
834
Bank of Marin
California
$564K +$103K +1,032 +23%
AW
835
Alpha Windward
Massachusetts
$564K +$275K +2,761 +102%
Federated Hermes
836
Federated Hermes
Pennsylvania
$563K -$8.07K -81 -1%
BFO
837
Boston Family Office
Massachusetts
$563K
RGC
838
Roberts, Glore & Co
Illinois
$563K
WP
839
WMS Partners
Maryland
$559K +$132K +1,330 +32%
CCA
840
Checchi Capital Advisers
California
$558K -$31.4K -315 -6%
EIA
841
Edgemoor Investment Advisors
Maryland
$552K
JMFC
842
J.M. Forbes & Co
Massachusetts
$549K -$51.3K -515 -9%
LS
843
Livforsakringsbolaget Skandia
Sweden
$548K -$99.6K -1,000 -16%
HIIFS
844
Harel Insurance Investments & Financial Services
Israel
$547K -$292K -2,933 -36%
JCM
845
JS Capital Management
New York
$546K +$528K +5,300 New
ST
846
Smithfield Trust
Pennsylvania
$542K -$4.08K -41 -0.8%
HAG
847
HighPoint Advisor Group
Illinois
$538K -$724K -7,273 -10%
AAS
848
Avantax Advisory Services
Texas
$538K +$173K +1,738 +50%
DCM
849
Donaldson Capital Management
Indiana
$537K +$91.4K +918 +21%
WA
850
Wambolt & Associates
Colorado
$535K -$6.37K -64 -1%