We are live on ! Find out more
FISV icon

Fiserv Inc

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