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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
951
Lederer & Associates Investment Counsel
California
$1.45M -$243K -1,188 -14%
AG
952
AlTi Global
New York
$1.44M -$78.6K -385 -5%
ACA
953
Anchor Capital Advisors
Massachusetts
$1.44M -$145K -708 -9%
SC
954
Settian Capital
New York
$1.44M +$1.43M +7,000 New
SSIM
955
Sheets Smith Investment Management
Texas
$1.43M +$1.42M +6,970 New
LT
956
Legacy Trust
Michigan
$1.43M -$11.2K -55 -0.8%
SMC
957
Smith, Moore & Co
Missouri
$1.42M +$31.6K +155 +2%
DIA
958
Dean Investment Associates
Ohio
$1.41M -$87.6K -429 -6%
TCOV
959
Trust Company of Vermont
Vermont
$1.4M +$880K +4,310 +170%
SFFS
960
Stonehage Fleming Financial Services
Jersey
$1.4M -$204 -1 -0%
DWM
961
Dogwood Wealth Management
Kansas
$1.4M +$818K +4,007 +142%
HSA
962
HBK Sorce Advisory
Pennsylvania
$1.4M +$5.31K +26 +0.4%
PBO
963
Peoples Bank (Ohio)
Ohio
$1.39M -$77.6K -380 -5%
Koshinski Asset Management
964
Koshinski Asset Management
Illinois
$1.39M +$6.33K +31 +0.5%
VFA
965
Voya Financial Advisors
Connecticut
$1.39M +$43.5K +213 +3%
BCWM
966
Bartlett & Co Wealth Management
Ohio
$1.39M +$60.2K +295 +5%
RCM
967
Ridgepath Capital Management
Tennessee
$1.39M – – –
NAS
968
Nicolet Advisory Services
Wisconsin
$1.38M -$7.96K -39 -0.6%
BFO
969
Boston Family Office
Massachusetts
$1.37M – – –
MPM
970
Meritage Portfolio Management
Kansas
$1.37M -$172K -843 -11%
QCG
971
Quadrant Capital Group
Ohio
$1.37M -$612 -3 -0%
TCA
972
Transcend Capital Advisors
New Jersey
$1.36M -$66.8K -327 -5%
AWMT
973
AAFMAA Wealth Management & Trust
North Carolina
$1.36M -$282K -1,383 -17%
FIM
974
Freedom Investment Management
Connecticut
$1.35M +$155K +757 +13%
Boston Partners
975
Boston Partners
Massachusetts
$1.33M -$786K -3,850 -37%