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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
901
Certified Advisory Corp
Florida
$672K – – –
CGL
902
Clarius Group LLC
Washington
$663K -$37.9K -381 -5%
TWM
903
Thrive Wealth Management
Pennsylvania
$659K +$56.3K +565 +9%
FWC
904
First Washington Corp
Washington
$657K – – –
SCM
905
Shelton Capital Management
Colorado
$657K -$11.7M -117,471 -95%
MA
906
Mutual Advisors
Nebraska
$650K +$13K +131 +2%
CBT
907
Central Bank & Trust
Kentucky
$649K -$32.7K -328 -5%
CBT
908
CoreFirst Bank & Trust
Kansas
$647K – – –
BPA
909
Beacon Pointe Advisors
California
$646K -$206K -2,068 -24%
MCA
910
Magnolia Capital Advisors
Mississippi
$646K +$422K +4,239 +197%
WI
911
Wintrust Investments
Illinois
$642K -$6.47K -65 -1%
LT
912
Legacy Trust
Michigan
$642K +$633K +6,352 New
KeyBank National Association
913
KeyBank National Association
Ohio
$640K -$19.1K -192 -3%
BAAM
914
Baker Avenue Asset Management
California
$639K +$130K +1,308 +26%
OPS
915
Orion Portfolio Solutions
Nebraska
$634K +$58.3K +585 +10%
KWM
916
Kingsview Wealth Management
Oregon
$633K -$14.4K -145 -2%
IIA
917
Integral Investment Advisors
California
$623K +$15.7K +158 +3%
APC
918
Aspire Private Capital
North Carolina
$622K +$35.1K +352 +6%
SLF
919
Sun Life Financial
Ontario, Canada
$620K -$47.1K -473 -7%
MCM
920
MAI Capital Management
Ohio
$619K +$137K +1,379 +29%
EAM
921
Eukles Asset Management
Ohio
$616K +$2.69K +27 +0.4%
WA
922
Wealth Alliance
New York
$611K +$236K +2,374 +65%
WT
923
Whittier Trust
California
$611K -$265K -2,659 -31%
PAS
924
Park Avenue Securities
New York
$610K +$156K +1,564 +35%
CAAS
925
Capital Asset Advisory Services
Michigan
$608K -$286K -2,867 -33%