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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WT
901
Washington Trust
Rhode Island
$1.18M -$144K -948 -11%
HTC
902
Haverford Trust Company
Pennsylvania
$1.16M +$990K +6,540 +521%
IA
903
IFP Advisors
Florida
$1.16M +$45.6K +301 +4%
AGWCA
904
Annis Gardner Whiting Capital Advisors
Florida
$1.16M -$41.5K -274 -3%
JWM
905
JGP Wealth Management
Oregon
$1.16M +$43.7K +289 +4%
SM
906
Sciencast Management
New Jersey
$1.16M +$1.18M +7,765 New
BBWP
907
Beacon Bridge Wealth Partners
Pennsylvania
$1.16M -$58.6K -387 -5%
ACA
908
Anchor Capital Advisors
Massachusetts
$1.15M -$50K -330 -4%
SW
909
SVB Wealth
Massachusetts
$1.15M -$346K -2,284 -23%
CW
910
CreativeOne Wealth
Kansas
$1.15M -$116K -767 -9%
IDA
911
Intelligence Driven Advisers
California
$1.14M +$2.42K +16 +0.2%
FNT
912
First Nebraska Trust
Nebraska
$1.14M – – –
AWMT
913
AAFMAA Wealth Management & Trust
North Carolina
$1.14M +$1.16M +7,635 New
UWS
914
Unique Wealth Strategies
Illinois
$1.14M – – –
SL
915
Stevard LLC
Illinois
$1.13M – – –
CT
916
Chicago Trust
Illinois
$1.13M +$6.81K +45 +0.6%
TNA
917
True North Advisors
Texas
$1.13M -$757 -5 -0.1%
CPA
918
Court Place Advisors
Maryland
$1.13M +$107K +710 +10%
GC
919
Gould Capital
Washington
$1.13M +$26.5K +175 +2%
LFA
920
Legend Financial Advisors
Pennsylvania
$1.12M – – –
Empower Advisory Group
921
Empower Advisory Group
Colorado
$1.12M +$658K +4,347 +137%
MPM
922
Meritage Portfolio Management
Kansas
$1.12M – – –
PBO
923
Peoples Bank (Ohio)
Ohio
$1.11M -$21.2K -140 -2%
APG
924
Abacus Planning Group
South Carolina
$1.11M +$5.75K +38 +0.5%
TAM
925
Trust Asset Management
Texas
$1.1M – – –