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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
951
Lake Street Advisors Group
New Hampshire
$358K +$369K +3,665 New
WJWM
952
Williams Jones Wealth Management
New York
$356K +$76K +755 +26%
Vanguard Personalized Indexing Management
953
Vanguard Personalized Indexing Management
California
$354K -$27.5K -273 -7%
TNBTD
954
Trustmark National Bank Trust Department
Mississippi
$354K +$25.6K +254 +8%
TI
955
Tidal Investments
Wisconsin
$354K +$365K +3,623 New
FFBTD
956
First Financial Bank - Trust Division
Ohio
$352K -$16.4K -163 -4%
CPA
957
Clear Perspective Advisors
Illinois
$347K -$6.04K -60 -2%
MSAM
958
Moloney Securities Asset Management
Missouri
$345K -$67.5K -670 -16%
ECM
959
Evergreen Capital Management
Washington
$344K -$9.87K -98 -3%
EF
960
Empirical Finance
Pennsylvania
$344K +$45.3K +450 +15%
BFEC
961
Benjamin F. Edwards & Company
Missouri
$343K +$116K +1,152 +49%
PTC
962
Provident Trust Company
Wisconsin
$339K – – –
AAS
963
Avantax Advisory Services
Texas
$337K -$9.87K -98 -3%
MWM
964
Mission Wealth Management
California
$337K -$1.71K -17 -0.5%
CC
965
Chicago Capital
Illinois
$336K – – –
PP
966
Pegasus Partners
Wisconsin
$335K – – –
WF
967
WoodTrust Financial
Wisconsin
$330K +$60.9K +605 +22%
JSC
968
Jackson Square Capital
California
$329K -$2.82K -28 -0.8%
ARMT
969
Amica Retiree Medical Trust
Rhode Island
$329K – – –
AIM
970
Arcadia Investment Management
Michigan
$322K – – –
ACA
971
Atlas Capital Advisors
Wyoming
$322K -$3.63K -36 -1%
ONB
972
Old National Bancorp
Indiana
$320K -$59.1K -587 -15%
EP
973
EPIQ Partners
Minnesota
$320K – – –
SBH
974
Segall Bryant & Hamill
Illinois
$316K -$2.82K -28 -0.9%
MAM
975
Marotta Asset Management
Virginia
$312K – – –