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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
1151
Independent Financial Group
California
$226K +$2.58K +25 +1%
OCM
1152
Osterweis Capital Management
California
$224K
TSW
1153
Thompson Siegel & Walmsley
Virginia
$222K
NAM
1154
NTV Asset Management
West Virginia
$221K
ACM
1155
Advisors Capital Management
New Jersey
$221K +$4.86K +47 +2%
UCI
1156
Uncommon Cents Investing
Wisconsin
$218K
GA
1157
Geller Advisors
New York
$217K +$310 +3 +0.1%
AWP
1158
Ascent Wealth Partners
New York
$217K +$217K +2,095 New
LC
1159
LCNB Corp
Ohio
$215K -$10.3K -100 -5%
BP
1160
BBR Partners
New York
$215K -$6.41K -62 -3%
JA
1161
JLB & Associates
Michigan
$215K
DBG
1162
De Burlo Group
Massachusetts
$214K
LI
1163
LVZ Inc
Michigan
$213K
SNBOSCI
1164
Security National Bank of Sioux City Iowa
Iowa
$213K
MW
1165
Marcum Wealth
Ohio
$213K +$1.86K +18 +0.9%
BJL
1166
Brighton Jones LLC
Washington
$213K +$13.6K +132 +7%
BFO
1167
Biltmore Family Office
North Carolina
$208K
CM
1168
Castleark Management
Illinois
$208K
MFW
1169
Meristem Family Wealth
Minnesota
$208K +$208K +2,007 New
WGAM
1170
Wilkinson Global Asset Management
New York
$207K -$121K -1,175 -37%
MPW
1171
Monterey Private Wealth
California
$206K -$5.58K -54 -3%
SOAMC
1172
Spirit of America Management Corp
New York
$202K
SXL
1173
Summit X LLC
Missouri
$201K +$201K +1,940 New
CA
1174
Claro Advisors
Massachusetts
$200K -$14.4K -139 -7%
CFO
1175
CVA Family Office
Colorado
$197K +$196K +1,900 New