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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1151
BSW Wealth Partners
Colorado
$608K +$51.8K +314 +10%
SAM
1152
Sompo Asset Management
Japan
$607K -$69.3K -420 -11%
ARC
1153
Advisor Resource Council
Texas
$607K +$558K +3,380 New
CII
1154
Capital International Inc
California
$600K +$2.64K +16 +0.5%
CPC
1155
Cookson Peirce & Co
Pennsylvania
$594K -$11.2K -68 -2%
FI
1156
Financial Insights
Washington
$592K -$414K -2,510 -43%
TIA
1157
Tiemann Investment Advisors
California
$589K -$60.2K -365 -10%
TPCW
1158
TD Private Client Wealth
New York
$589K +$12.2K +74 +2%
FHA
1159
Flagship Harbor Advisors
Massachusetts
$587K -$4.62K -28 -0.8%
MC
1160
Matisse Capital
Oregon
$584K – – –
First Manhattan
1161
First Manhattan
New York
$581K +$11.7K +71 +2%
CA
1162
Commerzbank Aktiengesellschaft
Germany
$579K +$156K +943 +41%
BFA
1163
Beacon Financial Advisory
Ohio
$578K +$4.78K +29 +0.9%
OL
1164
Optas LLC
Texas
$578K +$8.91K +54 +2%
MAM
1165
Marotta Asset Management
Virginia
$577K – – –
PCMC
1166
Paragon Capital Management (Colorado)
Colorado
$575K -$264K -1,600 -33%
NGA
1167
Naples Global Advisors
Florida
$573K -$3.46K -21 -0.7%
PWM
1168
Perigon Wealth Management
California
$572K +$36.9K +224 +8%
SW
1169
SkyOak Wealth
Michigan
$568K -$10.1K -61 -2%
TPW
1170
Talon Private Wealth
Florida
$566K +$519K +3,148 New
WCA
1171
Waypoint Capital Advisors
Minnesota
$560K +$8.41K +51 +2%
PCM
1172
Pointe Capital Management
Michigan
$557K – – –
CT
1173
Clearstead Trust
Maine
$557K -$8.58K -52 -2%
LCGC
1174
Legacy Capital Group California
California
$556K -$1.98K -12 -0.4%
CWS
1175
Confluence Wealth Services
Pennsylvania
$556K -$192K -1,167 -27%