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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
IP
701
Isthmus Partners
Wisconsin
$59K
SIAS
702
Shine Investment Advisory Services
Colorado
$56K +$55K +910 New
HL
703
Harding Loevner
New Jersey
$55K +$54.4K +900 New
PFPT
704
Pinnacle Financial Partners (Tennessee)
Tennessee
$52K +$51.4K +850 New
AF
705
Allworth Financial
California
$51K
QAM
706
QCI Asset Management
New York
$51K
CAW
707
Cornerstone Advisors (Washington)
Washington
$46K
VCM
708
Versant Capital Management
Arizona
$45K -$2.54K -42 -5%
ADL
709
Asset Dedication LLC
California
$43K
SFSIG
710
San Francisco Sentry Investment Group
California
$39K +$38.7K +640 New
RI
711
Redwood Investments
Massachusetts
$38K -$51.3K -848 -58%
NCM
712
Nelson Capital Management
California
$37K +$12.1K +200 +50%
CFA
713
Carroll Financial Associates
North Carolina
$36K
QCG
714
Quadrant Capital Group
Ohio
$36K
NSB
715
Norway Savings Bank
Maine
$34K
GAM
716
Gemmer Asset Management
California
$27K
IR
717
Invictus RG
Bermuda
$26K -$39.6K -654 -61%
M
718
MOTCO
Texas
$24K -$24.2K -400 -50%
GRP
719
Global Retirement Partners
California
$23K -$10.4K -172 -31%
WOC
720
West Oak Capital
California
$21.4K -$26.7K -442 -56%
DBT
721
Dubuque Bank & Trust
Iowa
$21K
BTIS
722
BB&T Investment Services
North Carolina
$18K +$7.98K +132 +87%
TFO
723
Tarbox Family Office
California
$17K
CHP
724
Cable Hill Partners
Oregon
$15K
PFBT
725
Parkside Financial Bank & Trust
Missouri
$15K +$4.84K +80 +51%