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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
851
Tectonic Advisors
Texas
$611K +$40.6K +419 +7%
TAM
852
Townsend Asset Management
North Carolina
$609K -$19.4K -200 -3%
WIS
853
Wright Investors Service
Connecticut
$603K +$657K +6,777 New
HI
854
Harbour Investments
Wisconsin
$600K +$654K +6,743 New
WB
855
WesBanco Bank
West Virginia
$596K – – –
VFA
856
Voya Financial Advisors
Connecticut
$593K +$42.7K +440 +7%
TC
857
TwinBeech Capital
New York
$592K +$645K +6,651 New
FBC
858
Fairfield, Bush & Co
Connecticut
$591K -$29.1K -300 -4%
CAC
859
Certified Advisory Corp
Florida
$591K – – –
FFM
860
Forum Financial Management
Illinois
$591K +$108K +1,110 +20%
IFWM
861
Institute for Wealth Management
Colorado
$587K +$97 +1 +0%
HAG
862
HighPoint Advisor Group
Illinois
$587K +$606K +6,252 New
CHC
863
City Holding Co
West Virginia
$584K -$104K -1,069 -14%
PGCM
864
Prescott Group Capital Management
Oklahoma
$584K +$54.7K +564 +9%
CGL
865
Clarius Group LLC
Washington
$580K +$97.4K +1,004 +18%
WI
866
Wintrust Investments
Illinois
$578K -$71.6K -738 -10%
FWC
867
First Washington Corp
Washington
$578K – – –
GIM
868
Grassi Investment Management
California
$569K -$155K -1,600 -20%
CBT
869
CoreFirst Bank & Trust
Kansas
$569K – – –
KWM
870
Kingsview Wealth Management
Oregon
$567K -$19K -196 -3%
WI
871
Wahed Invest
New York
$566K +$618K +6,367 New
SIM
872
Sadoff Investment Management
Wisconsin
$563K -$24.2K -250 -4%
SW
873
SVB Wealth
Massachusetts
$563K +$45.9K +473 +8%
CCM
874
Coldstream Capital Management
Washington
$561K +$73.9K +762 +14%
TFS
875
Thoroughbred Financial Services
Tennessee
$559K -$86.6K -893 -12%
33 34
35
36 37