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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1001
Coldstream Capital Management
Washington
$364K +$73.1K +678 +27%
FA
1002
FDx Advisors
Illinois
$360K +$341K +3,166 New
CIC
1003
Carnegie Investment Counsel
Ohio
$359K +$59.3K +550 +21%
NERM
1004
New England Research & Management
Illinois
$358K
FANJ
1005
Financial Architects (New Jersey)
New Jersey
$358K +$338K +3,140 New
IWP
1006
Insight Wealth Partners
Texas
$357K
Kayne Anderson Rudnick Investment Management
1007
Kayne Anderson Rudnick Investment Management
California
$357K +$42.7K +396 +14%
EWM
1008
Endurance Wealth Management
Rhode Island
$354K
FNFDCM
1009
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$352K
CF
1010
Centaurus Financial
California
$351K +$21.2K +197 +7%
SFO
1011
Standard Family Office
South Dakota
$351K +$332K +3,080 New
FFBTD
1012
First Financial Bank - Trust Division
Ohio
$347K -$60.3K -560 -16%
HFG
1013
Heron Financial Group
New York
$345K
AIM
1014
Arcadia Investment Management
Michigan
$342K -$32.3K -300 -9%
MIH
1015
Meitav Investment House
Israel
$342K
VCP
1016
Vista Capital Partners
Oregon
$342K
CA
1017
Crumly & Associates
Illinois
$337K +$338K +3,141 New
MCM
1018
MAI Capital Management
Ohio
$336K +$318K +2,949 New
YIH
1019
Y-Intercept (HK)
Hong Kong
$334K +$319K +2,956 New
AF
1020
Arrow Financial
New York
$333K
LIM
1021
Leavell Investment Management
Alabama
$332K
WJWM
1022
Williams Jones Wealth Management
New York
$329K
IAN
1023
Integrated Advisors Network
Texas
$326K +$48.4K +449 +19%
FCI
1024
Financial Counselors Inc
Kansas
$326K +$308K +2,861 New
JWM
1025
JGP Wealth Management
Oregon
$324K