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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CAW
1001
Cornerstone Advisors (Washington)
Washington
$277K +$1.31K +13 +0.5%
EWM
1002
Endurance Wealth Management
Rhode Island
$274K – – –
PCA
1003
Personal Capital Advisors
California
$273K -$1.31K -13 -0.5%
CFS
1004
CRA Financial Services
New Jersey
$273K – – –
PP
1005
Palladium Partners
Virginia
$273K – – –
PSP
1006
Principal Street Partners
Tennessee
$270K -$40.1K -398 -13%
BAM
1007
Belpointe Asset Management
Nevada
$270K +$10.8K +107 +4%
FRM
1008
Fox Run Management
Connecticut
$270K +$278K +2,765 New
WTC
1009
WhitTier Trust Company
Nevada
$269K – – –
Kayne Anderson Rudnick Investment Management
1010
Kayne Anderson Rudnick Investment Management
California
$267K – – –
CCM
1011
Coldstream Capital Management
Washington
$267K +$29.5K +293 +12%
BWP
1012
Baldwin Wealth Partners
Massachusetts
$266K -$95K -943 -26%
H
1013
HoyleCohen
California
$266K – – –
SNBOSCI
1014
Security National Bank of Sioux City Iowa
Iowa
$266K – – –
AW
1015
Alpha Windward
Massachusetts
$265K -$5.04K -50 -2%
SWM
1016
SeaCrest Wealth Management
New York
$265K +$2.72K +27 +1%
CCM
1017
Carlson Capital Management
Minnesota
$263K +$26K +258 +10%
MA
1018
MONECO Advisors
Connecticut
$258K +$33.5K +333 +14%
BPB
1019
Badgley, Phelps & Bell
Washington
$256K -$11.3K -112 -4%
AC
1020
Alexandria Capital
Virginia
$254K – – –
CIC
1021
Carnegie Investment Counsel
Ohio
$254K – – –
MHC
1022
Meyer Handelman Company
New York
$254K – – –
FNT
1023
First National Trust
Pennsylvania
$254K +$6.34K +63 +2%
CM
1024
Castleark Management
Illinois
$252K -$495K -4,920 -66%
MAM
1025
Meeder Asset Management
Ohio
$252K +$35.9K +357 +16%