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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
776
First Allied Advisory Services
California
$618K -$85.5K -770 -11%
BUB
777
BBVA USA Bancshares
Texas
$611K -$40.8K -367 -5%
JHCP
778
Jackson Hole Capital Partners
Oklahoma
$607K -$5K -45 -0.7%
PCM
779
Parsons Capital Management
Rhode Island
$607K – – –
SC
780
Savant Capital
Illinois
$604K +$154K +1,388 +28%
NHC
781
Nicholas Hoffman & Company
Georgia
$604K +$706K +6,356 New
LS
782
Livforsakringsbolaget Skandia
Sweden
$600K +$222K +2,000 +46%
OWA
783
Outlook Wealth Advisors
Texas
$600K +$702K +6,317 New
BWM
784
Buckley Wealth Management
Nevada
$599K -$29.4K -265 -4%
Diamond Hill Capital Management
785
Diamond Hill Capital Management
Ohio
$594K -$45K -405 -6%
IFWM
786
Institute for Wealth Management
Colorado
$591K -$13.7K -123 -2%
IIA
787
ICW Investment Advisors
Arizona
$591K +$23.3K +210 +3%
P
788
Pitcairn
Pennsylvania
$590K -$15.9K -143 -2%
EWM
789
Evermay Wealth Management
Virginia
$588K +$467K +4,206 +212%
MC
790
Moors & Cabot
Massachusetts
$580K -$374K -3,371 -36%
SW
791
SVB Wealth
Massachusetts
$578K -$31.8K -286 -4%
CAM
792
Cresset Asset Management
Illinois
$577K -$73.5K -662 -10%
BFM
793
Boston Financial Management
Massachusetts
$574K – – –
PVH
794
Psagot Value Holdings
Israel
$570K -$351K -3,162 -34%
FC
795
FORA Capital
Florida
$570K -$202K -1,816 -23%
BFO
796
Biltmore Family Office
North Carolina
$570K – – –
JMFC
797
J.M. Forbes & Co
Massachusetts
$568K -$10K -90 -1%
AGM
798
Alpine Global Management
New York
$566K +$662K +5,961 New
SPI
799
Santori & Peters Inc
Pennsylvania
$565K -$187K -1,687 -22%
ZB
800
Zions Bancorporation
Utah
$565K -$40.9K -368 -6%