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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
APG
901
Abacus Planning Group
South Carolina
$1.18M – – –
TAM
902
Trust Asset Management
Texas
$1.18M – – –
GC
903
Gould Capital
Washington
$1.18M -$128K -879 -11%
ST
904
Spinnaker Trust
Maine
$1.18M -$28.4K -195 -3%
SW
905
SMART Wealth
Nebraska
$1.17M -$99.5K -683 -9%
OIS
906
Okabena Investment Services
Minnesota
$1.16M -$820K -5,633 -44%
BP
907
Ballentine Partners
Massachusetts
$1.14M +$82.6K +567 +9%
LT
908
Legacy Trust
Michigan
$1.14M +$2.33K +16 +0.2%
APC
909
Aspire Private Capital
North Carolina
$1.14M -$63.9K -439 -6%
UWS
910
Unique Wealth Strategies
Illinois
$1.14M +$123K +844 +13%
NB
911
NBT Bank
New York
$1.13M -$13.1K -90 -1%
RFN
912
RDA Financial Network
Iowa
$1.13M +$23.6K +162 +2%
MAM
913
Martingale Asset Management
Massachusetts
$1.12M +$1.03M +7,038 New
BCM
914
Brown Capital Management
Maryland
$1.12M – – –
HSA
915
HBK Sorce Advisory
Pennsylvania
$1.12M +$38.9K +267 +4%
RAG
916
RIA Advisory Group
Iowa
$1.12M +$1.02M +6,980 New
AIC
917
Aurora Investment Counsel
Georgia
$1.11M -$182K -1,252 -15%
BFM
918
Boothbay Fund Management
New York
$1.1M -$4.84M -33,202 -83%
CPA
919
Court Place Advisors
Maryland
$1.09M -$159K -1,090 -14%
APWM
920
Argonautica Private Wealth Management
Massachusetts
$1.09M +$393K +2,700 +65%
Connor, Clark & Lunn Investment Management (CC&L)
921
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.09M +$992K +6,812 New
V
922
VeraBank
Texas
$1.09M -$14.6K -100 -1%
BIM
923
Bridges Investment Management
Nebraska
$1.08M -$777K -5,333 -44%
RCM
924
Ridgepath Capital Management
Tennessee
$1.08M +$983K +6,748 New
WB
925
WesBanco Bank
West Virginia
$1.07M +$977K +6,708 New