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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AC
976
AlphaCore Capital
California
$302K +$109K +1,307 +41%
HAG
977
HF Advisory Group
Maryland
$302K -$74.4K -889 -17%
ACM
978
Alta Capital Management
Utah
$301K -$27M -323,061 -99%
OIS
979
Okabena Investment Services
Minnesota
$299K – – –
PWA
980
Pitcairn Wealth Advisors
Pennsylvania
$299K +$372K +4,446 New
CT
981
Caldwell Trust
Florida
$299K – – –
CSB
982
City State Bank
Iowa
$298K +$259K +3,090 +230%
SC
983
Sepio Capital
Utah
$295K +$368K +4,395 New
SAM
984
Secure Asset Management
Michigan
$295K +$66.5K +794 +22%
MB
985
MidFirst Bank
Oklahoma
$294K +$367K +4,383 New
CM
986
Cercano Management
Washington
$293K +$366K +4,367 New
WAP
987
Wealthcare Advisory Partners
Pennsylvania
$293K +$205K +2,450 +128%
JMFC
988
J.M. Forbes & Co
Massachusetts
$292K -$11.7K -140 -3%
DAS
989
Diversify Advisory Services
Utah
$292K +$368K +4,398 New
MPM
990
Meritage Portfolio Management
Kansas
$291K -$194K -2,317 -35%
IFG
991
Independent Financial Group
California
$290K +$361K +4,311 New
EIP
992
Ellis Investment Partners
Pennsylvania
$288K +$251 +3 +0.1%
FNBTCON
993
First National Bank & Trust Co of Newtown
Pennsylvania
$287K – – –
EFH
994
Eaton Financial Holdings
Florida
$287K +$358K +4,277 New
Envestnet Portfolio Solutions
995
Envestnet Portfolio Solutions
Illinois
$285K -$156K -1,868 -31%
JSW
996
Journey Strategic Wealth
New Jersey
$284K +$102K +1,219 +41%
NAM
997
NorthCrest Asset Manangement
Minnesota
$282K -$2.4M -28,678 -87%
AFG
998
Atomi Financial Group
New York
$281K +$61K +729 +21%
KTM
999
Keeler Thomas Management
Utah
$281K -$205K -2,445 -37%
CBT
1000
Central Bank & Trust
Kentucky
$280K – – –