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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
901
Sigma Planning Corp
Michigan
$561K +$2.75K +27 +0.5%
YC
902
Yarbrough Capital
Tennessee
$558K – – –
FAT
903
First American Trust
California
$557K -$4.79K -47 -0.8%
TWM
904
Thrive Wealth Management
Pennsylvania
$557K +$238K +2,337 +65%
CAM
905
Cresset Asset Management
Illinois
$556K +$8.66K +85 +1%
PCM
906
Parsons Capital Management
Rhode Island
$554K – – –
BTW
907
Boston Trust Walden
Massachusetts
$551K – – –
Jennison Associates
908
Jennison Associates
New York
$548K +$597K +5,857 New
CHC
909
City Holding Co
West Virginia
$547K -$73K -716 -11%
BOS
910
Bank of Stockton
California
$544K -$11.7K -115 -2%
APC
911
Aspire Private Capital
North Carolina
$543K +$579K +5,685 +4,818%
CIC
912
Chase Investment Counsel
Virginia
$542K – – –
MWC
913
MBM Wealth Consultants
Missouri
$534K +$18.6K +183 +3%
OPS
914
Orion Portfolio Solutions
Nebraska
$532K +$52.9K +519 +10%
SIA
915
Schechter Investment Advisors
Michigan
$530K +$208K +2,042 +56%
BDF
916
Balasa Dinverno & Foltz
$530K +$276K +2,712 +92%
ETIA
917
Epic Trust Investment Advisors
Washington
$528K +$575K +5,647 New
LCM
918
LVM Capital Management
Michigan
$527K -$5.09K -50 -0.9%
SFP
919
Shepherd Financial Partners
Massachusetts
$526K – – –
MMA
920
Miracle Mile Advisors
California
$526K +$573K +5,626 New
TCA
921
Transcend Capital Advisors
New Jersey
$525K +$8.87K +87 +2%
CC
922
Copperleaf Capital
North Carolina
$517K +$165K +1,624 +42%
FBC
923
Fairfield, Bush & Co
Connecticut
$514K -$117K -1,150 -17%
HH
924
Hilltop Holdings
Texas
$512K -$19.9K -195 -3%
NB
925
NBT Bank
New York
$507K – – –