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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
1101
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$349K – – –
RP
1102
Riverbridge Partners
Minnesota
$348K – – –
CIC
1103
Carnegie Investment Counsel
Ohio
$347K – – –
T
1104
TOBAM
France
$346K +$200K +1,820 +147%
WA
1105
Wealth Alliance
New York
$343K -$331K -3,011 -50%
AWA
1106
Arete Wealth Advisors
Illinois
$342K -$11.7K -106 -3%
AR
1107
Apeiron RIA
Texas
$341K -$26K -236 -7%
NGA
1108
Naples Global Advisors
Florida
$341K -$50.7K -461 -13%
MA
1109
MONECO Advisors
Connecticut
$341K +$11.8K +107 +4%
WCA
1110
Waypoint Capital Advisors
Minnesota
$339K – – –
WTC
1111
WhitTier Trust Company
Nevada
$337K -$6.6K -60 -2%
JWM
1112
JGP Wealth Management
Oregon
$335K +$990 +9 +0.3%
SFO
1113
Stokes Family Office
Louisiana
$332K +$14.1K +128 +5%
PJSIMP
1114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$332K -$6.6K -60 -2%
PP
1115
Pegasus Partners
Wisconsin
$330K – – –
GW
1116
GW & Wade
Massachusetts
$328K -$34.8K -316 -10%
DA
1117
Drake & Associates
Wisconsin
$327K +$16K +145 +5%
LCGC
1118
Legacy Capital Group California
California
$326K +$317K +2,882 New
BFG
1119
Beacon Financial Group
Texas
$325K -$46.1K -419 -13%
FFA
1120
First Foundation Advisors
California
$324K -$243K -2,208 -44%
CFS
1121
CRA Financial Services
New Jersey
$321K – – –
GA
1122
Geller Advisors
New York
$320K +$40.2K +365 +15%
EFS
1123
Essex Financial Services
Connecticut
$320K -$36.4K -331 -10%
CT
1124
Clearstead Trust
Maine
$318K – – –
DZ Bank
1125
DZ Bank
Germany
$312K -$6.16K -56 -2%