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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
801
Bartlett & Co Wealth Management
Ohio
$77.2K
BC
802
Bartlett & Co
Ohio
$77K
FC
803
Ferris Capital
Massachusetts
$73K
SBL
804
Sargent Bickham Lagudis
Colorado
$73K
SOAMC
805
Spirit of America Management Corp
New York
$73K +$77.3K +1,000 New
LC
806
Lindbrook Capital
California
$72K +$76.5K +990 New
IFAM
807
Institutional & Family Asset Management
Colorado
$70K
WF
808
WealthTrust Fairport
Ohio
$69K -$15.5K -200 -18%
CAW
809
Cornerstone Advisors (Washington)
Washington
$67K +$11.3K +146 +19%
HL
810
Harding Loevner
New Jersey
$66K
Schroder Investment Management Group
811
Schroder Investment Management Group
United Kingdom
$65.7K +$14.5M +187,666 +27%
TF
812
Tompkins Financial
New York
$63K -$14.1K -182 -17%
AF
813
Allworth Financial
California
$61K
QAM
814
QCI Asset Management
New York
$61K
RFA
815
Reilly Financial Advisors
California
$58K
CFA
816
Carroll Financial Associates
North Carolina
$55K
BWM
817
BerganKDV Wealth Management
Minnesota
$54K -$13.9K -180 -20%
VCM
818
Versant Capital Management
Arizona
$53K
BCM
819
Banyan Capital Management
Georgia
$53K +$55.8K +722 New
ADL
820
Asset Dedication LLC
California
$51K
OIA
821
Optimum Investment Advisors
Illinois
$51K
PO
822
Private Ocean
California
$47K
FTI
823
Fiduciary Trust International
Massachusetts
$45K +$47.8K +618 New
LFA
824
Legacy Financial Advisors
Kentucky
$41K +$22.8K +295 +114%
GRP
825
Global Retirement Partners
California
$38K -$15.8K -205 -28%