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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
851
Evermay Wealth Management
Virginia
$573K -$32.7K -325 -5%
JMFC
852
J.M. Forbes & Co
Massachusetts
$570K -$13.6K -135 -2%
CIP
853
Chartwell Investment Partners
Pennsylvania
$561K +$16.3K +162 +3%
CCA
854
Checchi Capital Advisers
California
$559K +$81.9K +813 +17%
MPPLM
855
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$557K +$274K +2,724 +91%
SEC
856
Seven Eight Capital
New York
$556K -$1.09M -10,800 -65%
EFSCE
857
Enterprise Financial Services Corp (EFSC)
Missouri
$548K -$806 -8 -0.1%
PVH
858
Psagot Value Holdings
Israel
$547K -$40.3K -400 -7%
LAIC
859
Lederer & Associates Investment Counsel
California
$544K +$561K +5,570 New
Federated Hermes
860
Federated Hermes
Pennsylvania
$541K -$12.1K -120 -2%
LFAS
861
Level Four Advisory Services
Texas
$536K +$83.5K +829 +18%
RGC
862
Roberts, Glore & Co
Illinois
$534K – – –
BFO
863
Boston Family Office
Massachusetts
$533K – – –
PAS
864
Park Avenue Securities
New York
$528K +$544K +5,406 New
AIC
865
Argus Investors Counsel
New York
$524K +$100K +995 +23%
EIA
866
Edgemoor Investment Advisors
Maryland
$523K – – –
PP
867
Prudential plc
United Kingdom
$521K -$6.75K -67 -1%
ST
868
Smithfield Trust
Pennsylvania
$517K +$67.2K +667 +14%
WA
869
Wambolt & Associates
Colorado
$513K +$191K +1,894 +56%
TF
870
TLWM Financial
Texas
$506K +$3.83K +38 +0.7%
DJSG
871
D.J. St. Germain
Massachusetts
$503K – – –
FSC
872
Full Sail Capital
Oklahoma
$498K -$10.1K -100 -2%
KeyBank National Association
873
KeyBank National Association
Ohio
$498K +$9.47K +94 +2%
EIP
874
Ellis Investment Partners
Pennsylvania
$495K – – –
IC
875
Investment Counsel
Michigan
$495K +$511K +5,075 New