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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
901
Capital Investment Advisors
Georgia
$433K -$20.1K -200 -4%
BOM
902
Bank of Marin
California
$433K +$4.83K +48 +1%
VWM
903
Venturi Wealth Management
Texas
$432K +$171K +1,703 +62%
BWAM
904
Boyd Watterson Asset Management
Ohio
$432K +$446K +4,430 New
EAM
905
Eukles Asset Management
Ohio
$431K -$27.7K -275 -6%
KWA
906
KCS Wealth Advisory
California
$428K
NFG
907
Next Financial Group
Texas
$421K -$39.6K -393 -8%
DCM
908
Donaldson Capital Management
Indiana
$419K +$12.9K +128 +3%
FNBTCON
909
First National Bank & Trust Co of Newtown
Pennsylvania
$418K
CCA
910
Covey Capital Advisors
Georgia
$415K
VWM
911
Valley Wealth Managers
New Jersey
$413K -$14.8K -147 -3%
BP
912
Ballentine Partners
Massachusetts
$412K -$7.75K -77 -2%
MLL
913
Moody Lynn & Lieberson
Massachusetts
$412K
MFG
914
Monte Financial Group
Connecticut
$412K +$54.9K +545 +15%
MWM
915
Minot Wealth Management
Massachusetts
$409K +$1.11K +11 +0.3%
JAFL
916
Jay A. Fishman Ltd
Michigan
$408K
PA
917
Parallel Advisors
California
$408K +$41.2K +409 +11%
BCWM
918
Bartlett & Co Wealth Management
Ohio
$406K +$43.8K +435 +12%
BC
919
Bartlett & Co
Ohio
$406K +$43.8K +435 +12%
SF
920
Symphony Financial
Texas
$402K +$415K +4,122 New
WP
921
WMS Partners
Maryland
$400K
FHC
922
First Heartland Consultants
Missouri
$395K
PK
923
Pflug Koory
Nebraska
$395K
MA
924
Mutual Advisors
Nebraska
$393K +$11.6K +115 +3%
BFO
925
Biltmore Family Office
North Carolina
$390K -$201K -2,000 -33%