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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
S
826
SignatureFD
Georgia
$806K +$119K +1,104 +18%
CAM
827
Cresset Asset Management
Illinois
$805K +$135K +1,257 +22%
YIA
828
YHB Investment Advisors
Connecticut
$803K -$144K -1,340 -16%
MPPLM
829
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$802K +$89.4K +830 +13%
JIC
830
Johnson Investment Counsel
Ohio
$800K -$11.5K -107 -2%
RF
831
Rollins Financial
Georgia
$800K +$757K +7,027 New
SBIA
832
Sheaff Brock Investment Advisors
Indiana
$790K +$1.4K +13 +0.2%
HSA
833
HBK Sorce Advisory
Pennsylvania
$787K -$42.1K -391 -5%
BWM
834
Buckley Wealth Management
Nevada
$784K +$70.6K +655 +11%
S
835
Seeyond
France
$782K -$189K -1,754 -20%
WT
836
Whittier Trust
California
$782K -$89K -826 -11%
ANRIA
837
American National Registered Investment Advisor
Texas
$782K -$9.16K -85 -1%
SW
838
SVB Wealth
Massachusetts
$775K +$29.5K +274 +4%
AssetMark Inc
839
AssetMark Inc
California
$769K -$3.88K -36 -0.5%
DC
840
Davenport & Co
Virginia
$769K +$2.37K +22 +0.3%
FC
841
FORA Capital
Florida
$769K +$728K +6,756 New
IIC
842
Integrated Investment Consultants
Michigan
$766K – – –
FFG
843
Fortem Financial Group
California
$763K – – –
KCM
844
Kendall Capital Management
Maryland
$753K -$34.5K -320 -5%
GD
845
Grandfield & Dodd
New York
$750K – – –
PP
846
Prudential plc
United Kingdom
$748K +$106K +981 +18%
IIA
847
ICW Investment Advisors
Arizona
$741K -$25K -232 -3%
HIA
848
Harbor Investment Advisory
Maryland
$734K +$13.5K +125 +2%
CBT
849
CoreFirst Bank & Trust
Kansas
$729K +$690K +6,400 New
IFWM
850
Institute for Wealth Management
Colorado
$728K +$4.96K +46 +0.7%