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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BP
1001
Ballentine Partners
Massachusetts
$437K -$10.8K -94 -2%
SC
1002
Shay Capital
New York
$436K -$613K -5,341 -59%
BAM
1003
Belpointe Asset Management
Nevada
$435K +$137K +1,190 +48%
CAM
1004
ClariVest Asset Management
California
$430K -$11.5K -100 -3%
BCA
1005
Bay Colony Advisors
Massachusetts
$420K -$61.1K -532 -13%
SBH
1006
Segall Bryant & Hamill
Illinois
$418K -$2.29K -20 -0.6%
CCM
1007
Coldstream Capital Management
Washington
$416K +$34.5K +301 +9%
PTC
1008
Provident Trust Company
Wisconsin
$414K – – –
MWM
1009
Mission Wealth Management
California
$414K +$1.15K +10 +0.3%
PP
1010
Pegasus Partners
Wisconsin
$409K – – –
OPA
1011
Old Port Advisors
Maine
$408K +$16.2K +141 +4%
FCM
1012
Fortis Capital Management
Washington
$407K +$146K +1,270 +59%
CIC
1013
Carnegie Investment Counsel
Ohio
$393K +$16.6K +145 +5%
LFAS
1014
Level Four Advisory Services
Texas
$392K -$58.4K -509 -13%
MAM
1015
Marotta Asset Management
Virginia
$391K – – –
EP
1016
EPIQ Partners
Minnesota
$390K – – –
FA
1017
FDx Advisors
Illinois
$382K +$4.93K +43 +1%
CSPIA
1018
Cary Street Partners Investment Advisory
Virginia
$381K -$37.9K -330 -9%
EH
1019
Employers Holdings
Nevada
$381K – – –
PCMC
1020
Paragon Capital Management (Colorado)
Colorado
$381K – – –
MCM
1021
MAI Capital Management
Ohio
$378K +$26.3K +229 +8%
SFO
1022
Standard Family Office
South Dakota
$377K +$10.4K +91 +3%
CAC
1023
Certified Advisory Corp
Florida
$374K +$360K +3,141 New
Kayne Anderson Rudnick Investment Management
1024
Kayne Anderson Rudnick Investment Management
California
$373K – – –
WF
1025
WoodTrust Financial
Wisconsin
$370K -$57.4K -500 -14%