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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1051
Meeder Asset Management
Ohio
$577K +$458K +3,736 +611%
TSS
1052
Two Sigma Securities
New York
$577K +$146K +1,192 +38%
CA
1053
Continuum Advisory
Idaho
$576K -$31.7K -258 -6%
VIM
1054
Vista Investment Management
Pennsylvania
$576K -$35.2K -287 -6%
MYLI
1055
Meiji Yasuda Life Insurance
Japan
$576K +$532K +4,336 New
PM
1056
Penbrook Management
New York
$575K – – –
BIG
1057
Brooklyn Investment Group
New York
$574K +$530K +4,322 New
AI
1058
Ariel Investments
Illinois
$573K +$33.7K +275 +7%
CNBTD
1059
Citizens National Bank Trust Department
Mississippi
$571K – – –
VFA
1060
Valeo Financial Advisors
Indiana
$569K +$35.1K +286 +7%
FNBTCON
1061
First National Bank & Trust Co of Newtown
Pennsylvania
$569K – – –
SWM
1062
Shelton Wealth Management
Texas
$567K +$523K +4,265 New
BFO
1063
Boston Family Office
Massachusetts
$561K – – –
CI
1064
Conning Inc
Connecticut
$561K -$3.68K -30 -0.7%
H
1065
HoyleCohen
California
$560K – – –
SW
1066
SkyOak Wealth
Michigan
$560K -$153K -1,244 -23%
CWS
1067
Confluence Wealth Services
Pennsylvania
$557K +$132K +1,079 +35%
KWM
1068
KFG Wealth Management
Indiana
$556K +$83.2K +678 +19%
9WM
1069
9258 Wealth Management
Ohio
$552K – – –
EI
1070
Ellevest Inc
New York
$551K +$160K +1,303 +46%
PSP
1071
Principal Street Partners
Tennessee
$549K -$24.5K -200 -5%
APWM
1072
Argonautica Private Wealth Management
Massachusetts
$548K – – –
LFG
1073
Larson Financial Group
Missouri
$548K +$440K +3,585 +663%
TFA
1074
Transamerica Financial Advisors
Florida
$543K -$60.7K -495 -11%
FHC
1075
First Heartland Consultants
Missouri
$543K – – –