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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FM
1051
Foster & Motley
Ohio
$495K +$214K +1,815 +86%
SIA
1052
SkyView Investment Advisors
New Jersey
$494K +$461K +3,918 New
9WM
1053
9258 Wealth Management
Ohio
$492K +$66K +561 +17%
FA
1054
FDx Advisors
Illinois
$491K -$505K -4,293 -52%
MFS
1055
Madrona Financial Services
Washington
$488K -$2.47K -21 -0.5%
KFP
1056
KB Financial Partners
New Jersey
$487K +$416K +3,534 +1,084%
EGM
1057
Engineers Gate Manager
New York
$487K -$1.24M -10,500 -73%
HWA
1058
Heritage Wealth Advisors
Virginia
$483K +$3.3K +28 +0.7%
WP
1059
WealthSource Partners
California
$481K +$449K +3,813 New
AFT
1060
Alpha Family Trust
California
$480K – – –
SPI
1061
Santori & Peters Inc
Pennsylvania
$479K -$824 -7 -0.2%
PA
1062
Parallel Advisors
California
$474K +$45K +382 +11%
FBC
1063
Fairfield, Bush & Co
Connecticut
$472K -$82.4K -700 -16%
OWA
1064
Opal Wealth Advisors
New York
$466K -$70.9K -602 -14%
FHA
1065
Flagship Harbor Advisors
Massachusetts
$465K -$14.8K -126 -3%
CWA
1066
Centennial Wealth Advisory
Michigan
$463K +$432K +3,672 New
LRWA
1067
Long Run Wealth Advisors
New York
$463K – – –
WPW
1068
Waldron Private Wealth
Pennsylvania
$461K -$206K -1,749 -32%
SBH
1069
Segall Bryant & Hamill
Illinois
$459K -$6.12K -52 -1%
AI
1070
Ariel Investments
Illinois
$456K +$49.9K +424 +13%
PFBT
1071
Parkside Financial Bank & Trust
Missouri
$455K +$183K +1,553 +76%
EP
1072
EPIQ Partners
Minnesota
$452K – – –
EWA
1073
EverSource Wealth Advisors
Alabama
$452K -$11.8K -100 -3%
EAM
1074
Empirical Asset Management
Massachusetts
$451K +$421K +3,574 New
FPIS
1075
Financial Planning & Information Services
Wisconsin
$448K – – –