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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1001
Lido Advisors
California
$385K +$34.4K +338 +9%
9WM
1002
9258 Wealth Management
Ohio
$383K -$34.8K -341 -8%
IP
1003
Intellectus Partners
California
$383K – – –
CA
1004
Continuum Advisory
Idaho
$382K +$18.1K +178 +5%
LI
1005
Lafayette Investments
Maryland
$381K -$107K -1,050 -20%
WA
1006
Wambolt & Associates
Colorado
$380K – – –
WEG
1007
World Equity Group
Illinois
$380K +$9.07K +89 +2%
PG
1008
Pendal Group
Australia
$379K -$25.1K -246 -6%
BCM
1009
Becker Capital Management
Oregon
$376K -$1.02K -10 -0.2%
SIC
1010
Salem Investment Counselors
North Carolina
$374K -$605K -5,934 -60%
WSFS
1011
Wilmington Savings Fund Society
Delaware
$374K -$7.75K -76 -2%
VCP
1012
Vista Capital Partners
Oregon
$374K -$1.22K -12 -0.3%
RC
1013
RBF Capital
California
$374K – – –
CL
1014
CSS LLC
Illinois
$374K +$408K +4,000 New
GP
1015
Girard Partners
Pennsylvania
$373K +$9.38K +92 +2%
EWA
1016
Exencial Wealth Advisors
Oklahoma
$373K +$9.99K +98 +3%
AMBIA
1017
Allen Mooney & Barnes Investment Advisors
Georgia
$372K – – –
CAMG
1018
CWA Asset Management Group
Florida
$372K +$98.2K +964 +32%
CIA
1019
Capital Investment Advisors
Georgia
$367K -$9.27K -91 -2%
MFS
1020
Madrona Financial Services
Washington
$361K -$4.28K -42 -1%
SBH
1021
Segall Bryant & Hamill
Illinois
$360K +$391K +3,840 New
NP
1022
NorthRock Partners
Minnesota
$359K +$392K +3,842 New
BAM
1023
Belpointe Asset Management
Nevada
$356K +$6.42K +63 +2%
HWA
1024
Heritage Wealth Advisors
Virginia
$356K +$306K +3,000 +375%
FHA
1025
Flagship Harbor Advisors
Massachusetts
$353K -$28K -275 -7%