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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
851
Moneta Group Investment Advisors
Missouri
$431K +$217K +1,951 +75%
IWC
852
Integrated Wealth Concepts
Massachusetts
$430K +$503K +4,531 New
CCM
853
Condor Capital Management
New Jersey
$427K – – –
Rockefeller Capital Management
854
Rockefeller Capital Management
New York
$427K +$354K +3,188 +244%
CP
855
Cumberland Partners
Ontario, Canada
$427K +$500K +4,500 New
STA
856
Summit Trail Advisors
New York
$421K +$492K +4,432 New
BOM
857
Bank of Marin
California
$417K -$127K -1,145 -21%
VWM
858
Valley Wealth Managers
New Jersey
$416K -$126K -1,137 -21%
KWA
859
KCS Wealth Advisory
California
$416K – – –
EI
860
Ethic Inc
New York
$416K +$192K +1,729 +65%
AIC
861
Argus Investors Counsel
New York
$415K +$486K +4,371 New
BWM
862
Biltmore Wealth Management
Arizona
$409K – – –
MIA
863
MainStreet Investment Advisors
Illinois
$409K +$478K +4,307 New
BP
864
Ballentine Partners
Massachusetts
$408K -$1K -9 -0.2%
FNBTCON
865
First National Bank & Trust Co of Newtown
Pennsylvania
$407K – – –
CCA
866
Covey Capital Advisors
Georgia
$404K -$527K -4,745 -53%
MLL
867
Moody Lynn & Lieberson
Massachusetts
$401K -$4.12M -37,060 -90%
MSAM
868
Moloney Securities Asset Management
Missouri
$399K +$19.6K +176 +4%
MWM
869
Minot Wealth Management
Massachusetts
$396K -$152K -1,370 -25%
DCM
870
Donaldson Capital Management
Indiana
$396K +$10.4K +94 +2%
HFM
871
Harvest Fund Management
China
$393K +$55.9K +503 +14%
IC
872
IEQ Capital
California
$392K +$63.1K +568 +16%
WP
873
WMS Partners
Maryland
$389K +$200K +1,800 +78%
FHC
874
First Heartland Consultants
Missouri
$385K – – –
PK
875
Pflug Koory
Nebraska
$384K – – –