We are live on ! Find out more
FISV icon

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
901
STALEY CAPITAL ADVISERS
Pennsylvania
$444K – – –
CCM
902
Condor Capital Management
New Jersey
$439K – – –
ZB
903
Zions Bancorporation
Utah
$433K -$152K -1,507 -25%
CIA
904
Capital Investment Advisors
Georgia
$433K -$20.1K -200 -4%
BOM
905
Bank of Marin
California
$433K +$4.83K +48 +1%
VWM
906
Venturi Wealth Management
Texas
$432K +$171K +1,703 +62%
BWAM
907
Boyd Watterson Asset Management
Ohio
$432K +$446K +4,430 New
EAM
908
Eukles Asset Management
Ohio
$431K -$27.7K -275 -6%
KWA
909
KCS Wealth Advisory
California
$428K – – –
NFG
910
Next Financial Group
Texas
$421K -$39.6K -393 -8%
DCM
911
Donaldson Capital Management
Indiana
$419K +$12.9K +128 +3%
FNBTCON
912
First National Bank & Trust Co of Newtown
Pennsylvania
$418K – – –
CCA
913
Covey Capital Advisors
Georgia
$415K – – –
VWM
914
Valley Wealth Managers
New Jersey
$413K -$14.8K -147 -3%
BP
915
Ballentine Partners
Massachusetts
$412K -$7.75K -77 -2%
MLL
916
Moody Lynn & Lieberson
Massachusetts
$412K – – –
MFG
917
Monte Financial Group
Connecticut
$412K +$54.9K +545 +15%
MWM
918
Minot Wealth Management
Massachusetts
$409K +$1.11K +11 +0.3%
JAFL
919
Jay A. Fishman Ltd
Michigan
$408K -$421K -4,180 -50%
PA
920
Parallel Advisors
California
$408K +$41.2K +409 +11%
BCWM
921
Bartlett & Co Wealth Management
Ohio
$406K +$43.8K +435 +12%
BC
922
Bartlett & Co
Ohio
$406K +$43.8K +435 +12%
SF
923
Symphony Financial
Texas
$402K +$415K +4,122 New
WP
924
WMS Partners
Maryland
$400K – – –
FHC
925
First Heartland Consultants
Missouri
$395K – – –
35 36
37
38 39