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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
876
Abacus Wealth Partners
California
$741K – – –
CPO
877
Cerity Partners OCIO
New York
$734K +$1.49K +15 +0.2%
V
878
VeraBank
Texas
$734K +$12.8K +129 +2%
BAMCO Inc
879
BAMCO Inc
New York
$728K +$518K +5,200 +260%
WB
880
WesBanco Bank
West Virginia
$718K +$708K +7,108 New
MPM
881
Meritage Portfolio Management
Kansas
$717K -$22.9K -230 -3%
VFA
882
Voya Financial Advisors
Connecticut
$716K -$107K -1,073 -13%
IFWM
883
Institute for Wealth Management
Colorado
$708K +$36.7K +368 +6%
DC
884
Dryden Capital
Florida
$707K – – –
FMAEN1
885
Fund Management at Engine No 1
California
$706K +$83.8K +841 +14%
SHGA
886
Sand Hill Global Advisors
California
$706K – – –
NB
887
Nicolet Bankshares
Wisconsin
$701K +$996 +10 +0.1%
CHC
888
City Holding Co
West Virginia
$695K +$102K +1,026 +18%
BCAM
889
Boston Common Asset Management
Massachusetts
$694K -$49.7K -499 -7%
MWM
890
Meridian Wealth Management
Kentucky
$694K +$392K +3,931 +134%
SSWM
891
Sheets Smith Wealth Management
North Carolina
$691K – – –
AAM
892
Aureus Asset Management
Massachusetts
$690K -$4.98K -50 -0.7%
WIS
893
Wright Investors Service
Connecticut
$685K – – –
MMA
894
Miracle Mile Advisors
California
$683K +$112K +1,127 +20%
TAM
895
Townsend Asset Management
North Carolina
$682K -$9.96K -100 -1%
SIA
896
Schechter Investment Advisors
Michigan
$681K +$107K +1,076 +19%
CWM
897
Chesapeake Wealth Management
Virginia
$680K -$20.1K -202 -3%
SW
898
SkyOak Wealth
Michigan
$677K -$67.5K -678 -9%
WIA
899
Westbourne Investment Advisors
Maryland
$675K -$47.6K -478 -7%
TAM
900
Trust Asset Management
Texas
$672K – – –