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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
851
Blueshift Asset Management
New Jersey
$707K +$670K +6,213 New
LCM
852
LVM Capital Management
Michigan
$706K
CAPTRUST Financial Advisors
853
CAPTRUST Financial Advisors
North Carolina
$705K -$283K -2,623 -30%
FTDI
854
First Trust Direct Indexing
Massachusetts
$703K +$666K +6,177 New
AIC
855
Argus Investors Counsel
New York
$701K +$22.2K +206 +3%
Jones Financial Companies
856
Jones Financial Companies
Missouri
$698K -$98.7K -916 -13%
PCM
857
Parsons Capital Management
Rhode Island
$696K
SI
858
Stephens Inc
Arkansas
$695K -$246K -2,287 -27%
SC
859
Savant Capital
Illinois
$695K +$3.23K +30 +0.5%
BWAM
860
Boyd Watterson Asset Management
Ohio
$693K +$122K +1,131 +23%
CTC
861
Central Trust Company
Missouri
$691K -$87.7K -814 -12%
SFS
862
Sowell Financial Services
Arkansas
$691K +$46.2K +429 +8%
CIP
863
Chartwell Investment Partners
Pennsylvania
$690K
P
864
Pitcairn
Pennsylvania
$685K +$9.05K +84 +1%
CGL
865
Clarius Group LLC
Washington
$684K +$114K +1,062 +21%
KeyBank National Association
866
KeyBank National Association
Ohio
$682K -$26.4K -245 -4%
VFA
867
Valeo Financial Advisors
Indiana
$680K +$640K +5,936 +16,489%
CF
868
Copperwynd Financial
Arizona
$675K -$6.14K -57 -1%
IC
869
Investment Counsel
Michigan
$669K +$86.2K +800 +16%
PAS
870
Park Avenue Securities
New York
$660K +$108K +1,000 +21%
BUB
871
BBVA USA Bancshares
Texas
$656K -$20.9K -194 -3%
Vanguard Personalized Indexing Management
872
Vanguard Personalized Indexing Management
California
$648K +$98.4K +913 +19%
AC
873
Athanor Capital
New York
$645K -$18M -167,110 -97%
CG
874
Cutler Group
California
$641K -$7.71M -71,513 -93%
PG
875
Pendal Group
Australia
$640K -$36.6K -340 -6%