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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
976
Trust Asset Management
Texas
$297K +$287K +2,878 New
JWM
977
JGP Wealth Management
Oregon
$295K – – –
MAFM
978
Mid Atlantic Financial Management
Pennsylvania
$293K -$24K -241 -8%
MA
979
MONECO Advisors
Connecticut
$293K +$19.8K +199 +8%
IIM
980
Ipswich Investment Management
Massachusetts
$290K -$9.96K -100 -3%
SWM
981
SeaCrest Wealth Management
New York
$290K +$10.5K +105 +4%
PP
982
Palladium Partners
Virginia
$289K – – –
IC
983
IEQ Capital
California
$289K +$279K +2,803 New
CFS
984
CRA Financial Services
New Jersey
$288K – – –
PCA
985
Personal Capital Advisors
California
$288K – – –
ALAM
986
Asahi Life Asset Management
Japan
$288K +$278K +2,790 New
PSP
987
Principal Street Partners
Tennessee
$287K +$1.89K +19 +0.7%
CAW
988
Cornerstone Advisors (Washington)
Washington
$286K -$5.68K -57 -2%
WAM
989
Wolverine Asset Management
Illinois
$286K +$277K +2,782 New
DIA
990
Dana Investment Advisors
Wisconsin
$284K -$2.32M -23,263 -89%
BAM
991
Belpointe Asset Management
Nevada
$284K -$1.79K -18 -0.7%
BOH
992
Bank of Hawaii
Hawaii
$283K -$489K -4,914 -64%
WTC
993
WhitTier Trust Company
Nevada
$283K – – –
Kayne Anderson Rudnick Investment Management
994
Kayne Anderson Rudnick Investment Management
California
$282K – – –
H
995
HoyleCohen
California
$281K – – –
BPB
996
Badgley, Phelps & Bell
Washington
$281K +$9.86K +99 +4%
CCM
997
Carlson Capital Management
Minnesota
$279K -$2.79K -28 -1%
Financial Engines Advisors
998
Financial Engines Advisors
California
$278K +$269K +2,699 New
VFA
999
Voya Financial Advisors
Connecticut
$273K -$1.5M -15,085 -85%
PCP
1000
Proficio Capital Partners
Massachusetts
$273K +$12.8K +129 +5%