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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BOM
901
Bank of Marin
California
$651K +$5.23K +45 +0.7%
WCM
902
Weld Capital Management
New York
$649K -$318K -2,732 -31%
IAA
903
Independent Advisor Alliance
North Carolina
$646K +$188K +1,617 +37%
OC
904
Oppenheimer & Co
New York
$640K -$33.9K -292 -5%
AssetMark Inc
905
AssetMark Inc
California
$638K -$71.5K -615 -9%
AIC
906
Argus Investors Counsel
New York
$637K +$40.3K +347 +6%
SEIA
907
Signature Estate & Investment Advisors
California
$636K -$209K -1,794 -23%
PCM
908
Parsons Capital Management
Rhode Island
$632K – – –
PAS
909
Park Avenue Securities
New York
$632K +$54.5K +469 +9%
BTW
910
Boston Trust Walden
Massachusetts
$628K +$442K +3,800 +183%
P
911
Pitcairn
Pennsylvania
$619K -$34.8K -299 -5%
CF
912
Copperwynd Financial
Arizona
$619K +$11.4K +98 +2%
BCWM
913
Bartlett & Co Wealth Management
Ohio
$615K +$233K +2,000 +53%
BC
914
Bartlett & Co
Ohio
$615K +$233K +2,000 +53%
WA
915
WESPAC Advisors
California
$610K -$712K -6,122 -52%
HH
916
Hilltop Holdings
Texas
$610K +$158K +1,361 +31%
LCM
917
LVM Capital Management
Michigan
$609K – – –
SLF
918
Sun Life Financial
Ontario, Canada
$608K +$298K +2,565 +82%
RCAG
919
Rehmann Capital Advisory Group
Michigan
$598K +$89.1K +766 +16%
TF
920
TLWM Financial
Texas
$595K +$7.44K +64 +1%
XT
921
XTX Topco
Cayman Islands
$592K +$644K +5,536 New
NB
922
NBT Bank
New York
$591K -$1.74K -15 -0.3%
TIS
923
Tortoise Index Solutions
Kansas
$589K +$71.5K +615 +13%
MFG
924
Monte Financial Group
Connecticut
$588K +$42.2K +363 +7%
CTC
925
Central Trust Company
Missouri
$585K -$3.72K -32 -0.6%