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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1051
Addison Advisors
Vermont
$332K – – –
BCA
1052
Berman Capital Advisors
Georgia
$332K +$95.5K +855 +39%
KPWS
1053
Kestra Private Wealth Services
Texas
$331K +$30.1K +269 +10%
HFG
1054
Heron Financial Group
New York
$325K – – –
ONB
1055
Old National Bancorp
Indiana
$325K +$335K +2,998 New
ACL
1056
Azora Capital LP
Florida
$324K +$334K +2,988 New
SB
1057
Strategic Blueprint
Georgia
$323K -$25.5K -228 -7%
Kayne Anderson Rudnick Investment Management
1058
Kayne Anderson Rudnick Investment Management
California
$319K -$22.1K -198 -6%
OPA
1059
Old Port Advisors
Maine
$317K -$5.36K -48 -2%
CCA
1060
Clearwater Capital Advisors
Illinois
$317K – – –
Financial Engines Advisors
1061
Financial Engines Advisors
California
$316K +$23.7K +212 +8%
JWM
1062
JGP Wealth Management
Oregon
$313K – – –
WJWM
1063
Williams Jones Wealth Management
New York
$311K – – –
NIMI
1064
Natixis Investment Managers International
France
$310K -$19.2K -172 -6%
ISL
1065
Ingalls & Snyder LLC
New York
$310K -$13.5K -121 -4%
CCM
1066
Coldstream Capital Management
Washington
$308K -$26.1K -234 -7%
S
1067
Seeyond
France
$307K -$569K -5,097 -64%
AAS
1068
Avantax Advisory Services
Texas
$307K +$11.5K +103 +4%
FA
1069
FDx Advisors
Illinois
$306K +$315K +2,819 New
PWS
1070
Peloton Wealth Strategists
Indiana
$303K -$112K -1,000 -26%
CFS
1071
CRA Financial Services
New Jersey
$303K – – –
PSP
1072
Principal Street Partners
Tennessee
$302K +$44K +394 +16%
WTC
1073
WhitTier Trust Company
Nevada
$299K +$559 +5 +0.2%
SAM
1074
Silphium Asset Management
United Kingdom
$298K +$83.8K +750 +38%
B
1075
Barings
North Carolina
$297K -$429K -3,838 -58%