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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
751
Lionsbridge Wealth Management
Florida
$942K -$65.7K -677 -6%
GC
752
Gould Capital
Washington
$937K -$30.8K -318 -3%
GCM
753
Graham Capital Management
Connecticut
$930K +$771K +7,948 +316%
RJT
754
Raymond James Trust
Florida
$916K -$630K -6,498 -39%
AF
755
Advisornet Financial
Minnesota
$915K +$2.13K +22 +0.2%
BCV
756
Banque Cantonale Vaudoise
Switzerland
$904K -$226K -2,332 -19%
FWCM
757
Ferguson Wellman Capital Management
Oregon
$900K +$29.1K +300 +3%
FCH
758
Freestone Capital Holdings
Washington
$894K -$324K -3,340 -25%
LAIC
759
Lederer & Associates Investment Counsel
California
$894K -$5.72K -59 -0.6%
S
760
SignatureFD
Georgia
$888K -$37K -381 -4%
LAM
761
Lynch Asset Management
Pennsylvania
$888K – – –
BC
762
Burney Company
Virginia
$886K -$29.2K -301 -3%
SIC
763
Salem Investment Counselors
North Carolina
$884K -$7.04M -72,618 -88%
WWA
764
WCG Wealth Advisors
Nevada
$884K +$963K +9,932 New
JFGIW
765
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$883K – – –
AIL
766
AGF Investments LLC
Ontario, Canada
$877K +$96.9K +999 +11%
KCM
767
Kendall Capital Management
Maryland
$871K -$29.1K -300 -3%
FFN
768
Focus Financial Network
Minnesota
$863K +$8.05K +83 +0.9%
PK
769
Pflug Koory
Nebraska
$862K +$613K +6,325 +188%
CBT
770
Central Bank & Trust
Kentucky
$852K – – –
BCM
771
Brown Capital Management
Maryland
$842K – – –
S
772
SimplyRich
California
$840K – – –
PA
773
Pinnacle Associates
New York
$834K -$392K -4,044 -30%
RIA
774
Regal Investment Advisors
Michigan
$833K -$16.7K -172 -2%
MGP
775
Metis Global Partners
California
$832K -$3.78K -39 -0.4%