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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
851
Certified Advisory Corp
Florida
$674K
YC
852
Yarbrough Capital
Tennessee
$674K +$433K +4,279 +181%
ANRIA
853
American National Registered Investment Advisor
Texas
$672K -$17.2K -170 -3%
HSA
854
HBK Sorce Advisory
Pennsylvania
$671K -$80.2K -792 -11%
IFWM
855
Institute for Wealth Management
Colorado
$668K +$506 +5 +0.1%
SIM
856
Sadoff Investment Management
Wisconsin
$667K -$56.1K -554 -8%
KWM
857
Kingsview Wealth Management
Oregon
$666K -$4.05K -40 -0.6%
SFO
858
Stokes Family Office
Louisiana
$665K +$13K +128 +2%
FDS
859
Freedom Day Solutions
Texas
$665K +$82K +810 +14%
FWC
860
First Washington Corp
Washington
$659K
EWM
861
Empirical Wealth Management
Washington
$656K -$201K -1,990 -24%
TA
862
Tectonic Advisors
Texas
$653K +$90.2K +891 +16%
CBT
863
CoreFirst Bank & Trust
Kansas
$649K
OFS
864
Orrstown Financial Services
Pennsylvania
$648K -$19.8K -196 -3%
NHC
865
Nicholas Hoffman & Company
Georgia
$644K -$946K -9,347 -60%
RCAG
866
Rehmann Capital Advisory Group
Michigan
$643K +$50.7K +501 +9%
PGH
867
Partners Group Holding
Switzerland
$639K
IIA
868
Integral Investment Advisors
California
$639K +$79.8K +788 +14%
KeyBank National Association
869
KeyBank National Association
Ohio
$637K +$128K +1,265 +25%
MSE
870
MUFG Securities EMEA
United Kingdom
$633K -$180K -1,780 -22%
VFA
871
Voya Financial Advisors
Connecticut
$621K +$151K +1,494 +33%
OWP
872
Obermeyer Wealth Partners
Colorado
$620K -$50.6K -500 -8%
AWS
873
Atria Wealth Solutions
New York
$620K +$619K +6,118 New
SPC
874
Sigma Planning Corp
Michigan
$619K +$28.1K +278 +5%
FAT
875
First American Trust
California
$619K +$618K +6,107 New