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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
826
Integrated Wealth Concepts
Massachusetts
$879K +$312K +2,790 +52%
MPM
827
Meritage Portfolio Management
Kansas
$878K – – –
GC
828
Grimes & Company
Massachusetts
$876K – – –
CG
829
Caprock Group
Idaho
$875K +$361K +3,230 +67%
FHA
830
Flagship Harbor Advisors
Massachusetts
$868K – – –
LG
831
LaFleur & Godfrey
Michigan
$863K – – –
BCAM
832
Boston Common Asset Management
Massachusetts
$852K – – –
AWM
833
Accurate Wealth Management
Florida
$851K -$152K -1,364 -19%
MPPLM
834
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$851K +$28.6K +256 +3%
NERM
835
New England Research & Management
Illinois
$843K -$822K -7,355 -49%
HSA
836
HBK Sorce Advisory
Pennsylvania
$843K +$13.5K +121 +2%
BCA
837
Bray Capital Advisors
Florida
$831K +$856K +7,658 New
IIC
838
Integrated Investment Consultants
Michigan
$829K +$127K +1,138 +17%
APA
839
American Portfolios Advisors
New York
$827K -$94.6K -847 -10%
SW
840
SVB Wealth
Massachusetts
$826K +$83.1K +744 +11%
SL
841
Stevard LLC
Illinois
$825K – – –
ST
842
Spinnaker Trust
Maine
$824K – – –
SWP
843
Stratos Wealth Partners
Ohio
$822K +$32.7K +293 +4%
IAN
844
Integrated Advisors Network
Texas
$819K +$149K +1,330 +21%
TNA
845
True North Advisors
Texas
$813K – – –
IIA
846
ICW Investment Advisors
Arizona
$811K +$79K +707 +10%
STAS
847
Strong Tower Advisory Services
Minnesota
$809K +$866K +7,753 New
APG
848
Abacus Planning Group
South Carolina
$803K – – –
IIM
849
InTrack Investment Management
Vermont
$802K -$713K -6,383 -45%
AWP
850
Abacus Wealth Partners
California
$798K – – –
32 33
34
35 36