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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
926
Southeastern Asset Management
Tennessee
$223K – – –
BFO
927
Boston Family Office
Massachusetts
$222K -$74.3K -1,200 -23%
DWM
928
Drive Wealth Management
Utah
$221K -$119K -1,922 -33%
CBT
929
Central Bank & Trust
Kentucky
$221K -$13.3K -215 -5%
EFS
930
Essex Financial Services
Connecticut
$220K +$244K +3,940 New
AAS
931
Ameritas Advisory Services
Nebraska
$219K -$111K -1,794 -31%
LP
932
LMR Partners
United Kingdom
$219K +$243K +3,922 New
BRWA
933
B. Riley Wealth Advisors
Florida
$219K +$9.28K +150 +4%
RC
934
Rexford Capital
Texas
$218K – – –
AGWCA
935
Annis Gardner Whiting Capital Advisors
Florida
$218K -$13.2K -214 -5%
SC
936
Steph & Co
Wisconsin
$217K +$82.3K +1,330 +52%
SI
937
Stephens Inc
Arkansas
$216K +$240K +3,878 New
EFH
938
Eaton Financial Holdings
Florida
$216K -$24.9K -402 -9%
MFS
939
Madrona Financial Services
Washington
$215K -$2.97K -48 -1%
CIA
940
Capital Investment Advisors
Georgia
$214K -$7.42K -120 -3%
G
941
GenTrust
Florida
$213K +$237K +3,826 New
WWM
942
Western Wealth Management
Colorado
$212K -$1.3K -21 -0.5%
WT
943
Whittier Trust
California
$212K +$22.7K +367 +11%
BCWM
944
Bartlett & Co Wealth Management
Ohio
$211K -$21.8K -353 -10%
TCWA
945
Turtle Creek Wealth Advisors
Texas
$211K -$102K -1,650 -30%
BCFD
946
Boit C.F. David
$209K – – –
CNBTD
947
Citizens National Bank Trust Department
Mississippi
$209K – – –
Koshinski Asset Management
948
Koshinski Asset Management
Illinois
$209K +$23.1K +374 +11%
CIA
949
Caerus Investment Advisors
Texas
$208K +$231K +3,736 New
SC
950
Sepio Capital
Utah
$208K -$41.8K -675 -15%