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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
NL
826
NWAM LLC
Washington
$242K -$27K -308 -10%
CAC
827
Certified Advisory Corp
Florida
$241K +$105K +1,200 +83%
BDF
828
Balasa Dinverno & Foltz
$240K
SCA
829
Snowden Capital Advisors
New York
$238K +$5.43K +62 +2%
CIC
830
Carnegie Investment Counsel
Ohio
$238K -$11.8K -135 -5%
FAAS
831
First Allied Advisory Services
California
$238K +$11K +125 +5%
MHC
832
Meyer Handelman Company
New York
$237K
DCM
833
Donaldson Capital Management
Indiana
$237K +$23.5K +268 +11%
ODG
834
O'Dell Group
Ohio
$237K +$228K +2,600 New
FMWA
835
Forvis Mazars Wealth Advisors
Missouri
$236K -$64.8K -739 -22%
CL
836
CPWM LLC
Washington
$236K
FIB
837
First Interstate Bank
Montana
$235K
GIM
838
Greenwich Investment Management
Connecticut
$234K
WTC
839
WhitTier Trust Company
Nevada
$231K
SCA
840
Stonebridge Capital Advisors
Minnesota
$230K +$221K +2,520 New
SWA
841
Stratos Wealth Advisors
Ohio
$228K
DACG
842
Donor Advised Charitable Giving
California
$227K +$218K +2,485 New
OPA
843
Old Port Advisors
Maine
$225K -$39.5K -451 -16%
CT
844
Coastline Trust
Rhode Island
$225K -$3.5K -40 -2%
JCM
845
Janney Capital Management
Pennsylvania
$222K
ECM
846
Evergreen Capital Management
Washington
$222K +$5.87K +67 +3%
SNBOSD
847
Security National Bank of So Dak
Iowa
$221K +$2.37K +27 +1%
BFEC
848
Benjamin F. Edwards & Company
Missouri
$220K +$3.07K +35 +1%
WP
849
WMS Partners
Maryland
$220K +$212K +2,414 New
BPB
850
Badgley, Phelps & Bell
Washington
$219K