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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
826
EP Wealth Advisors
California
$872K +$859K +8,626 New
RP
827
Riverwater Partners
Wisconsin
$865K +$31.5K +316 +4%
GIP
828
Granite Investment Partners
California
$863K – – –
BBWP
829
Beacon Bridge Wealth Partners
Pennsylvania
$863K +$850K +8,539 New
MCM
830
Mitchell Capital Management
Kansas
$861K – – –
VC
831
Veracity Capital
Georgia
$861K -$22.2K -223 -3%
YDMI
832
Y.D. More Investments
Israel
$860K +$844K +8,470 New
SAM
833
Secure Asset Management
Michigan
$852K +$624K +6,269 +291%
WP
834
WealthShield Partners
North Carolina
$851K +$839K +8,424 New
Los Angeles Capital Management
835
Los Angeles Capital Management
California
$848K -$6.77K -68 -0.8%
IIA
836
ICW Investment Advisors
Arizona
$847K +$8.56K +86 +1%
WF
837
Wayfinding Financial
Washington
$836K -$25.3K -254 -3%
KFI
838
Key Financial Inc
Pennsylvania
$833K – – –
FNT
839
First Nebraska Trust
Nebraska
$832K – – –
TA
840
Tectonic Advisors
Texas
$832K +$67.5K +678 +9%
CCM
841
Coldstream Capital Management
Washington
$831K +$819K +8,219 New
JFGIW
842
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$828K -$15.4K -155 -2%
FA
843
FDx Advisors
Illinois
$827K +$46.5K +467 +6%
PBO
844
Peoples Bank (Ohio)
Ohio
$825K -$12.9K -130 -2%
SYBT
845
Stock Yards Bank & Trust
Kentucky
$822K +$35.9K +360 +5%
BC
846
Bridgefront Capital
Texas
$814K +$802K +8,055 New
WJWM
847
Williams Jones Wealth Management
New York
$808K -$14.6K -147 -2%
VWM
848
Venturi Wealth Management
Texas
$806K -$56.5K -567 -7%
WT
849
Washington Trust
Rhode Island
$804K – – –
JIC
850
Johnson Investment Counsel
Ohio
$798K -$2.99K -30 -0.4%