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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CI
926
Conning Inc
Connecticut
$505K -$33.5K -329 -6%
UCB
927
United Community Bank
South Carolina
$503K +$39.6K +389 +8%
RPCONE
928
Retirement Planning Company of New England
Rhode Island
$500K -$55K -540 -9%
Federated Hermes
929
Federated Hermes
Pennsylvania
$490K +$133K +1,307 +33%
SC
930
Savant Capital
Illinois
$488K -$44.8K -440 -8%
BA
931
Bridge Advisory
California
$487K – – –
BP
932
Ballentine Partners
Massachusetts
$481K +$139K +1,360 +36%
JMFC
933
J.M. Forbes & Co
Massachusetts
$477K -$2.96K -29 -0.6%
PGH
934
Partners Group Holding
Switzerland
$474K – – –
NIM
935
NuWave Investment Management
New Jersey
$474K +$516K +5,061 New
FIM
936
Freedom Investment Management
Connecticut
$472K -$3.97K -39 -0.8%
BAAM
937
Baker Avenue Asset Management
California
$469K -$1.64M -16,096 -76%
LAM
938
Lynch Asset Management
Pennsylvania
$467K -$510K -5,000 -50%
TCM
939
Tributary Capital Management
Nebraska
$463K +$504K +4,950 New
RGC
940
Roberts, Glore & Co
Illinois
$462K -$25.5K -250 -5%
OL
941
Optas LLC
Texas
$461K +$33.9K +333 +7%
STA
942
Summit Trail Advisors
New York
$459K -$57.1K -560 -10%
SDWMA
943
Schneider Downs Wealth Management Advisors
Pennsylvania
$459K +$2.75K +27 +0.6%
PRC
944
Pearl River Capital
Michigan
$458K -$1.08M -10,624 -68%
PWP
945
Principle Wealth Partners
Connecticut
$458K +$132K +1,300 +36%
IAA
946
Independent Advisor Alliance
North Carolina
$457K +$102 +1 +0%
GCM
947
Graham Capital Management
Connecticut
$456K -$569K -5,586 -53%
EIP
948
Ellis Investment Partners
Pennsylvania
$456K – – –
WPW
949
Waldron Private Wealth
Pennsylvania
$455K -$13.8K -135 -3%
MAM
950
Mystic Asset Management
Rhode Island
$450K +$4.59K +45 +0.9%