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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
926
Boston Family Office
Massachusetts
$222K -$74.3K -1,200 -23%
DWM
927
Drive Wealth Management
Utah
$221K -$119K -1,922 -33%
CBT
928
Central Bank & Trust
Kentucky
$221K -$13.3K -215 -5%
EFS
929
Essex Financial Services
Connecticut
$220K +$244K +3,940 New
AAS
930
Ameritas Advisory Services
Nebraska
$219K -$111K -1,794 -31%
LP
931
LMR Partners
United Kingdom
$219K +$243K +3,922 New
BRWA
932
B. Riley Wealth Advisors
Florida
$219K +$9.28K +150 +4%
RC
933
Rexford Capital
Texas
$218K
AGWCA
934
Annis Gardner Whiting Capital Advisors
Florida
$218K -$13.2K -214 -5%
SC
935
Steph & Co
Wisconsin
$217K +$82.3K +1,330 +52%
SI
936
Stephens Inc
Arkansas
$216K +$240K +3,878 New
EFH
937
Eaton Financial Holdings
Florida
$216K -$24.9K -402 -9%
MFS
938
Madrona Financial Services
Washington
$215K -$2.97K -48 -1%
CIA
939
Capital Investment Advisors
Georgia
$214K -$7.42K -120 -3%
G
940
GenTrust
Florida
$213K +$237K +3,826 New
WWM
941
Western Wealth Management
Colorado
$212K -$1.3K -21 -0.5%
WT
942
Whittier Trust
California
$212K +$22.7K +367 +11%
BCWM
943
Bartlett & Co Wealth Management
Ohio
$211K -$21.8K -353 -10%
TCWA
944
Turtle Creek Wealth Advisors
Texas
$211K -$102K -1,650 -30%
BCFD
945
Boit C.F. David
$209K
CNBTD
946
Citizens National Bank Trust Department
Mississippi
$209K
Koshinski Asset Management
947
Koshinski Asset Management
Illinois
$209K +$23.1K +374 +11%
CIA
948
Caerus Investment Advisors
Texas
$208K +$231K +3,736 New
SC
949
Sepio Capital
Utah
$208K -$41.8K -675 -15%
VA
950
VestGen Advisors
Illinois
$207K -$50.6K -817 -18%