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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
851
Global Retirement Partners
California
$700K +$731K +7,226 New
AAM
852
Aureus Asset Management
Massachusetts
$698K – – –
RPCONE
853
Retirement Planning Company of New England
Rhode Island
$685K +$170K +1,680 +33%
WB
854
WesBanco Bank
West Virginia
$679K – – –
AssetMark Inc
855
AssetMark Inc
California
$675K +$25.4K +251 +4%
Wolverine Trading
856
Wolverine Trading
Illinois
$674K -$4.73M -46,749 -88%
CAC
857
Certified Advisory Corp
Florida
$674K – – –
YC
858
Yarbrough Capital
Tennessee
$674K +$433K +4,279 +181%
ANRIA
859
American National Registered Investment Advisor
Texas
$672K -$17.2K -170 -3%
HSA
860
HBK Sorce Advisory
Pennsylvania
$671K -$80.2K -792 -11%
IFWM
861
Institute for Wealth Management
Colorado
$668K +$506 +5 +0.1%
SIM
862
Sadoff Investment Management
Wisconsin
$667K -$56.1K -554 -8%
KWM
863
Kingsview Wealth Management
Oregon
$666K -$4.05K -40 -0.6%
SFO
864
Stokes Family Office
Louisiana
$665K +$13K +128 +2%
FDS
865
Freedom Day Solutions
Texas
$665K +$82K +810 +14%
FWC
866
First Washington Corp
Washington
$659K – – –
EWM
867
Empirical Wealth Management
Washington
$656K -$201K -1,990 -24%
TA
868
Tectonic Advisors
Texas
$653K +$90.2K +891 +16%
CBT
869
CoreFirst Bank & Trust
Kansas
$649K – – –
OFS
870
Orrstown Financial Services
Pennsylvania
$648K -$19.8K -196 -3%
NHC
871
Nicholas Hoffman & Company
Georgia
$644K -$946K -9,347 -60%
RCAG
872
Rehmann Capital Advisory Group
Michigan
$643K +$50.7K +501 +9%
PGH
873
Partners Group Holding
Switzerland
$639K – – –
IIA
874
Integral Investment Advisors
California
$639K +$79.8K +788 +14%
KeyBank National Association
875
KeyBank National Association
Ohio
$637K +$128K +1,265 +25%