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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1176
Perigon Wealth Management
California
$770K -$17.3K -79 -2%
HCM
1177
Howard Capital Management
Georgia
$769K -$119K -542 -13%
CIG
1178
Cascade Investment Group
Colorado
$763K +$4.6K +21 +0.6%
MIA
1179
MMBG Investment Advisors
Florida
$762K – – –
GD
1180
Grandfield & Dodd
New York
$761K – – –
KWM
1181
KFG Wealth Management
Indiana
$758K -$151K -690 -17%
QWP
1182
Quotient Wealth Partners
Texas
$757K +$53.2K +243 +8%
PP
1183
PDS Planning
Ohio
$755K +$12.7K +58 +2%
RPCONE
1184
Retirement Planning Company of New England
Rhode Island
$754K -$1.09K -5 -0.1%
EFS
1185
Essex Financial Services
Connecticut
$753K +$143K +654 +24%
WFC
1186
Western Financial Corp
California
$753K +$55.8K +255 +8%
HIC
1187
Holderness Investments Company
North Carolina
$742K -$74K -338 -9%
BBA
1188
Baader Bank Aktiengesellschaft
Germany
$738K +$38.1K +174 +5%
MFF
1189
Michels Family Financial
Texas
$738K -$15.3K -70 -2%
OWA
1190
Opal Wealth Advisors
New York
$734K -$22.6K -103 -3%
WT
1191
Whittier Trust
California
$732K -$438K -1,999 -38%
BFA
1192
Beacon Financial Advisory
Ohio
$729K +$12.9K +59 +2%
BCM
1193
Brown Capital Management
Maryland
$726K -$639K -2,918 -47%
OL
1194
Optas LLC
Texas
$725K +$8.76K +40 +1%
LI
1195
LVZ Inc
Michigan
$724K – – –
RS
1196
R Squared
Hong Kong
$724K +$563K +2,570 +362%
TCPW
1197
Twin City Private Wealth
North Carolina
$721K -$47.9K -219 -6%
MC
1198
Matisse Capital
Oregon
$717K – – –
First Manhattan
1199
First Manhattan
New York
$714K – – –
AWM
1200
Angeles Wealth Management
California
$713K -$36.6K -167 -5%