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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
826
YHB Investment Advisors
Connecticut
$803K -$144K -1,340 -16%
MPPLM
827
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$802K +$89.4K +830 +13%
JIC
828
Johnson Investment Counsel
Ohio
$800K -$11.5K -107 -2%
RF
829
Rollins Financial
Georgia
$800K +$757K +7,027 New
SBIA
830
Sheaff Brock Investment Advisors
Indiana
$790K +$1.4K +13 +0.2%
HSA
831
HBK Sorce Advisory
Pennsylvania
$787K -$42.1K -391 -5%
BWM
832
Buckley Wealth Management
Nevada
$784K +$70.6K +655 +11%
S
833
Seeyond
France
$782K -$189K -1,754 -20%
WT
834
Whittier Trust
California
$782K -$89K -826 -11%
ANRIA
835
American National Registered Investment Advisor
Texas
$782K -$9.16K -85 -1%
SW
836
SVB Wealth
Massachusetts
$775K +$29.5K +274 +4%
AssetMark Inc
837
AssetMark Inc
California
$769K -$3.88K -36 -0.5%
DC
838
Davenport & Co
Virginia
$769K +$2.37K +22 +0.3%
FC
839
FORA Capital
Florida
$769K +$728K +6,756 New
IIC
840
Integrated Investment Consultants
Michigan
$766K
FFG
841
Fortem Financial Group
California
$763K
KCM
842
Kendall Capital Management
Maryland
$753K -$34.5K -320 -5%
GD
843
Grandfield & Dodd
New York
$750K
PP
844
Prudential plc
United Kingdom
$748K +$106K +981 +18%
IIA
845
ICW Investment Advisors
Arizona
$741K -$25K -232 -3%
HIA
846
Harbor Investment Advisory
Maryland
$734K +$13.5K +125 +2%
CBT
847
CoreFirst Bank & Trust
Kansas
$729K +$690K +6,400 New
IFWM
848
Institute for Wealth Management
Colorado
$728K +$4.96K +46 +0.7%
AP
849
Advisors Preferred
Maryland
$721K +$694K +6,440 New
HCM
850
HMS Capital Management
Tennessee
$711K -$56.4K -523 -8%