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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
STA
976
Summit Trail Advisors
New York
$489K -$5.88K -59 -1%
AT
977
Arden Trust
Delaware
$486K -$100 -1 -0%
CI
978
Conning Inc
Connecticut
$485K -$59.3K -595 -11%
PCMC
979
Paragon Capital Management (Colorado)
Colorado
$485K – – –
LOAMS
980
Lombard Odier Asset Management (Switzerland)
Switzerland
$483K +$241K +2,418 +102%
CT
981
Caldwell Trust
Florida
$478K – – –
1SB
982
1ST Source Bank
Indiana
$477K – – –
AssetMark Inc
983
AssetMark Inc
California
$471K -$4.48K -45 -1%
ECM
984
Evergreen Capital Management
Washington
$470K +$32.3K +324 +7%
SP
985
Symmetry Partners
Connecticut
$469K – – –
EWA
986
Exencial Wealth Advisors
Oklahoma
$467K +$62.7K +630 +16%
CIG
987
Cascade Investment Group
Colorado
$462K +$455K +4,573 New
LWAM
988
Legacy Wealth Asset Management
Minnesota
$462K +$6.97K +70 +2%
EWS
989
Evergreen Wealth Solutions
Pennsylvania
$458K +$29.5K +296 +7%
WPW
990
Waldron Private Wealth
Pennsylvania
$455K – – –
PM
991
Penbrook Management
New York
$455K – – –
CCM
992
Condor Capital Management
New Jersey
$454K – – –
SS
993
Simplicity Solutions
Minnesota
$454K +$33.1K +332 +8%
MWM
994
Moran Wealth Management
Florida
$451K +$445K +4,464 New
BFO
995
Boston Family Office
Massachusetts
$450K -$12.4K -125 -3%
UAML
996
US Asset Management LLC
Pennsylvania
$449K +$443K +4,447 New
SPI
997
Santori & Peters Inc
Pennsylvania
$448K – – –
CCA
998
Checchi Capital Advisers
California
$448K -$24K -241 -5%
SFFS
999
Stonehage Fleming Financial Services
Jersey
$448K +$439K +4,411 New
Verition Fund Management
1000
Verition Fund Management
Connecticut
$446K -$630K -6,327 -59%