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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WT
851
Washington Trust
Rhode Island
$1.41M -$7.28K -50 -0.6%
FWCM
852
Ferguson Wellman Capital Management
Oregon
$1.41M – – –
KFI
853
Key Financial Inc
Pennsylvania
$1.41M – – –
LAIC
854
Lederer & Associates Investment Counsel
California
$1.4M -$17K -117 -1%
EW
855
Evoke Wealth
California
$1.4M +$1.27M +8,745 New
GCC
856
Guardian Capital (Canada)
Ontario, Canada
$1.4M -$10.9K -75 -0.9%
FCH
857
Freestone Capital Holdings
Washington
$1.4M – – –
SCTC
858
Sanibel Captiva Trust Company
Florida
$1.39M +$14.6K +100 +1%
PCH
859
PGIM Custom Harvest
New Jersey
$1.39M +$1.46K +10 +0.1%
LGA
860
Lebenthal Global Advisors
New York
$1.39M +$2.91K +20 +0.2%
BBHC
861
Brown Brothers Harriman & Co
New York
$1.37M -$75.2K -516 -6%
ACS
862
Archford Capital Strategies
Illinois
$1.37M -$10.9K -75 -0.9%
DIA
863
Dean Investment Associates
Ohio
$1.37M -$128K -882 -9%
DAS
864
Dynamic Advisor Solutions
Arizona
$1.36M +$60.1K +413 +5%
WF
865
Wayfinding Financial
Washington
$1.35M +$7.72K +53 +0.6%
CW
866
CreativeOne Wealth
Kansas
$1.35M +$344K +2,360 +39%
GIP
867
Granite Investment Partners
California
$1.35M – – –
AA
868
Addison Advisors
Vermont
$1.34M – – –
TFS
869
Thoroughbred Financial Services
Tennessee
$1.34M -$819K -5,623 -40%
IAA
870
Independent Advisor Alliance
North Carolina
$1.33M +$40.6K +279 +3%
RIA
871
Regal Investment Advisors
Michigan
$1.33M +$14.1K +97 +1%
BBWP
872
Beacon Bridge Wealth Partners
Pennsylvania
$1.3M – – –
AAP
873
Arax Advisory Partners
Colorado
$1.3M -$30K -206 -2%
MGIA
874
Moneta Group Investment Advisors
Missouri
$1.29M +$189K +1,299 +19%
WJWM
875
Williams Jones Wealth Management
New York
$1.29M – – –