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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
1126
Lincoln National Corp
Pennsylvania
$537K +$159K +1,095 +48%
WIA
1127
World Investment Advisors
California
$534K -$19.4K -133 -4%
HH
1128
Hilltop Holdings
Texas
$523K -$114K -785 -19%
SYBT
1129
Stock Yards Bank & Trust
Kentucky
$522K +$53.2K +365 +13%
TWM
1130
Thrive Wealth Management
Pennsylvania
$521K -$174K -1,192 -27%
ETIA
1131
Epic Trust Investment Advisors
Washington
$520K +$26.2K +180 +6%
SPI
1132
Santori & Peters Inc
Pennsylvania
$519K -$79.5K -546 -14%
MC
1133
Matisse Capital
Oregon
$519K – – –
WEG
1134
World Equity Group
Illinois
$517K – – –
SW
1135
SkyOak Wealth
Michigan
$515K -$144K -991 -24%
MA
1136
MONECO Advisors
Connecticut
$515K -$6.55K -45 -1%
NGA
1137
Naples Global Advisors
Florida
$513K – – –
MAM
1138
Marotta Asset Management
Virginia
$511K – – –
SIM
1139
Sentry Investment Management
Wisconsin
$511K – – –
CIS
1140
Custom Index Systems
New York
$510K +$465K +3,193 New
NPT
1141
Nixon Peabody Trust
Massachusetts
$509K +$464K +3,185 New
RDWM
1142
Red Door Wealth Management
Tennessee
$508K – – –
TPCW
1143
TD Private Client Wealth
New York
$508K +$33.2K +228 +8%
Empower Advisory Group
1144
Empower Advisory Group
Colorado
$505K -$49.8K -342 -10%
WC
1145
Waterloo Capital
Texas
$501K +$118K +807 +35%
CT
1146
Clearstead Trust
Maine
$499K – – –
WIS
1147
Wright Investors Service
Connecticut
$499K -$13.1K -90 -3%
OL
1148
Optas LLC
Texas
$498K +$6.41K +44 +1%
PCM
1149
Pointe Capital Management
Michigan
$496K -$1.31K -9 -0.3%
TCPW
1150
Twin City Private Wealth
North Carolina
$495K +$451K +3,099 New