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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
1001
Segall Bryant & Hamill
Illinois
$418K -$2.29K -20 -0.6%
CCM
1002
Coldstream Capital Management
Washington
$416K +$34.5K +301 +9%
PTC
1003
Provident Trust Company
Wisconsin
$414K
MWM
1004
Mission Wealth Management
California
$414K +$1.15K +10 +0.3%
PP
1005
Pegasus Partners
Wisconsin
$409K
OPA
1006
Old Port Advisors
Maine
$408K +$16.2K +141 +4%
FCM
1007
Fortis Capital Management
Washington
$407K +$146K +1,270 +59%
CIC
1008
Carnegie Investment Counsel
Ohio
$393K +$16.6K +145 +5%
LFAS
1009
Level Four Advisory Services
Texas
$392K -$58.4K -509 -13%
MAM
1010
Marotta Asset Management
Virginia
$391K
EP
1011
EPIQ Partners
Minnesota
$390K
FA
1012
FDx Advisors
Illinois
$382K +$4.93K +43 +1%
CSPIA
1013
Cary Street Partners Investment Advisory
Virginia
$381K -$37.9K -330 -9%
EH
1014
Employers Holdings
Nevada
$381K
PCMC
1015
Paragon Capital Management (Colorado)
Colorado
$381K
MCM
1016
MAI Capital Management
Ohio
$378K +$26.3K +229 +8%
SFO
1017
Standard Family Office
South Dakota
$377K +$10.4K +91 +3%
CAC
1018
Certified Advisory Corp
Florida
$374K +$360K +3,141 New
Kayne Anderson Rudnick Investment Management
1019
Kayne Anderson Rudnick Investment Management
California
$373K
WF
1020
WoodTrust Financial
Wisconsin
$370K -$57.4K -500 -14%
NIMI
1021
Natixis Investment Managers International
France
$370K -$14.8K -129 -4%
EWM
1022
Endurance Wealth Management
Rhode Island
$370K
SLF
1023
Sun Life Financial
Ontario, Canada
$370K +$319K +2,776 +819%
FNFDCM
1024
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$368K
VIM
1025
Vista Investment Management
Pennsylvania
$368K +$55.5K +484 +19%