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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
851
Ferguson Wellman Capital Management
Oregon
$1.41M – – –
KFI
852
Key Financial Inc
Pennsylvania
$1.41M – – –
LAIC
853
Lederer & Associates Investment Counsel
California
$1.4M -$17K -117 -1%
EW
854
Evoke Wealth
California
$1.4M +$1.27M +8,745 New
GCC
855
Guardian Capital (Canada)
Ontario, Canada
$1.4M -$10.9K -75 -0.9%
FCH
856
Freestone Capital Holdings
Washington
$1.4M – – –
SCTC
857
Sanibel Captiva Trust Company
Florida
$1.39M +$14.6K +100 +1%
PCH
858
PGIM Custom Harvest
New Jersey
$1.39M +$1.46K +10 +0.1%
LGA
859
Lebenthal Global Advisors
New York
$1.39M +$2.91K +20 +0.2%
BBHC
860
Brown Brothers Harriman & Co
New York
$1.37M -$75.2K -516 -6%
ACS
861
Archford Capital Strategies
Illinois
$1.37M -$10.9K -75 -0.9%
DIA
862
Dean Investment Associates
Ohio
$1.37M -$128K -882 -9%
DAS
863
Dynamic Advisor Solutions
Arizona
$1.36M +$60.1K +413 +5%
WF
864
Wayfinding Financial
Washington
$1.35M +$7.72K +53 +0.6%
CW
865
CreativeOne Wealth
Kansas
$1.35M +$344K +2,360 +39%
GIP
866
Granite Investment Partners
California
$1.35M – – –
AA
867
Addison Advisors
Vermont
$1.34M – – –
TFS
868
Thoroughbred Financial Services
Tennessee
$1.34M -$819K -5,623 -40%
IAA
869
Independent Advisor Alliance
North Carolina
$1.33M +$40.6K +279 +3%
RIA
870
Regal Investment Advisors
Michigan
$1.33M +$14.1K +97 +1%
BBWP
871
Beacon Bridge Wealth Partners
Pennsylvania
$1.3M – – –
AAP
872
Arax Advisory Partners
Colorado
$1.3M -$30K -206 -2%
MGIA
873
Moneta Group Investment Advisors
Missouri
$1.29M +$189K +1,299 +19%
WJWM
874
Williams Jones Wealth Management
New York
$1.29M – – –
ACA
875
Anchor Capital Advisors
Massachusetts
$1.29M -$2.77K -19 -0.2%
33 34
35
36 37