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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
801
J.W. Cole Advisors
Florida
$242K +$275K +4,929 New
IFWM
802
Institute for Wealth Management
Colorado
$241K -$11.5K -205 -4%
ST
803
Smithfield Trust
Pennsylvania
$241K – – –
MGIA
804
Moneta Group Investment Advisors
Missouri
$240K -$21.5K -384 -7%
NED
805
Nancy E. Dempze
$237K -$653K -11,685 -71%
EMB
806
Elefante Mark B
$237K -$883K -15,793 -77%
CI
807
CX Institutional
Indiana
$234K +$145K +2,593 +119%
MC
808
Middleton & Co
Massachusetts
$233K +$4.42K +79 +2%
AB
809
Atlas Brown
Kentucky
$232K +$265K +4,734 New
EAM
810
Eukles Asset Management
Ohio
$231K -$15K -268 -5%
KCM
811
Kendall Capital Management
Maryland
$230K -$313K -5,603 -54%
FRM
812
Fox Run Management
Connecticut
$229K +$261K +4,676 New
CAM
813
Claret Asset Management
Quebec, Canada
$227K +$258K +4,621 New
AIP
814
Ameritas Investment Partners
Nebraska
$227K -$10.7K -192 -4%
PA
815
Pinnacle Associates
New York
$225K -$266K -4,761 -51%
CAC
816
Certified Advisory Corp
Florida
$224K – – –
DC
817
Davenport & Co
Virginia
$222K -$29.8K -534 -11%
GLA
818
Great Lakes Advisors
Illinois
$221K +$252K +4,504 New
PA
819
Profund Advisors
Maryland
$219K -$9.11K -163 -4%
APIM
820
Agate Pass Investment Management
Washington
$219K -$41.2K -737 -14%
OIS
821
Okabena Investment Services
Minnesota
$218K – – –
Capstone Investment Advisors
822
Capstone Investment Advisors
New York
$217K -$192K -3,427 -44%
MYIA
823
Mount Yale Investment Advisors
Colorado
$216K -$84.9K -1,519 -26%
FTWA
824
Fifth Third Wealth Advisors
Ohio
$215K -$44.8K -802 -15%
EFS
825
Essex Financial Services
Connecticut
$214K +$23.2K +415 +11%