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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
901
Parsons Capital Management
Rhode Island
$579K -$20.2K -200 -3%
IAA
902
Independent Advisor Alliance
North Carolina
$576K -$167K -1,649 -23%
CAM
903
Cresset Asset Management
Illinois
$574K -$163K -1,608 -22%
SC
904
Savant Capital
Illinois
$573K -$72.3K -714 -11%
CGL
905
Clarius Group LLC
Washington
$573K – – –
SFP
906
Shepherd Financial Partners
Massachusetts
$570K -$49.2K -486 -8%
TCA
907
Transcend Capital Advisors
New Jersey
$568K -$911 -9 -0.2%
IFG
908
Independent Financial Group
California
$563K +$342K +3,375 +155%
CCM
909
Coldstream Capital Management
Washington
$562K -$68.2K -674 -11%
FFM
910
Forum Financial Management
Illinois
$561K -$95.1K -940 -15%
VIM
911
Vista Investment Management
Pennsylvania
$560K +$15.7K +155 +3%
Los Angeles Capital Management
912
Los Angeles Capital Management
California
$560K +$230K +2,274 +70%
NB
913
NBT Bank
New York
$550K -$2.53K -25 -0.5%
WPW
914
Waldron Private Wealth
Pennsylvania
$546K +$151K +1,496 +38%
GW
915
GW & Wade
Massachusetts
$545K +$168K +1,658 +45%
ECM
916
Evergreen Capital Management
Washington
$540K -$68.8K -680 -11%
MMA
917
Miracle Mile Advisors
California
$535K +$534K +5,279 New
RGC
918
Roberts, Glore & Co
Illinois
$533K – – –
SCF
919
Sante Capital Fund
Texas
$530K +$529K +5,229 New
OPS
920
Orion Portfolio Solutions
Nebraska
$528K +$109K +1,079 +26%
MCM
921
Maryland Capital Management
Maryland
$527K -$72.4K -715 -12%
BA
922
Bridge Advisory
California
$527K – – –
LCS
923
Levin Capital Strategies
New York
$527K – – –
Assenagon Asset Management
924
Assenagon Asset Management
Luxembourg
$521K -$70.7K -699 -12%
BFO
925
Boston Family Office
Massachusetts
$521K – – –