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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1126
Parkside Financial Bank & Trust
Missouri
$912K +$13.8K +63 +2%
AWM
1127
AE Wealth Management
Kansas
$909K -$506K -2,313 -36%
CPC
1128
Cookson Peirce & Co
Pennsylvania
$907K +$161K +736 +22%
APC
1129
Aspire Private Capital
North Carolina
$906K +$42.9K +196 +5%
CWS
1130
Confluence Wealth Services
Pennsylvania
$901K +$203K +925 +29%
RYIA
1131
Roehl & Yi Investment Advisors
Oregon
$900K -$67.2K -307 -7%
CBT
1132
Central Bank & Trust
Kentucky
$899K – – –
VCP
1133
Vista Capital Partners
Oregon
$891K +$3.72K +17 +0.4%
CCA
1134
Checchi Capital Advisers
California
$889K -$4.16K -19 -0.5%
EFL
1135
ERn Financial LLC
Wisconsin
$887K -$50.8K -232 -5%
RC
1136
RBF Capital
California
$883K – – –
CG
1137
CFO4Life Group
Texas
$874K -$107K -487 -11%
MYIA
1138
Mount Yale Investment Advisors
Colorado
$872K -$38.8K -177 -4%
SAM
1139
Sompo Asset Management
Japan
$870K +$530K +2,420 +159%
CGL
1140
Clarius Group LLC
Washington
$869K -$12.5K -57 -1%
DL
1141
DOHJ LLC
Washington
$868K -$42.5K -194 -5%
MA
1142
MONECO Advisors
Connecticut
$867K +$6.35K +29 +0.7%
AMBIA
1143
Allen Mooney & Barnes Investment Advisors
Georgia
$864K – – –
AIMCA
1144
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$861K – – –
MFS
1145
Madrona Financial Services
Washington
$857K -$1.75K -8 -0.2%
T. Rowe Price Investment Management
1146
T. Rowe Price Investment Management
Maryland
$854K +$219 +1 +0%
OWA
1147
Outlook Wealth Advisors
Texas
$854K -$9.63K -44 -1%
HAG
1148
HF Advisory Group
Maryland
$853K -$15.3K -70 -2%
IP
1149
Intellectus Partners
California
$848K -$129K -587 -13%
QWM
1150
Quadcap Wealth Management
Texas
$844K -$1.75K -8 -0.2%