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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
851
Voya Financial Advisors
Connecticut
$593K +$42.7K +440 +7%
TC
852
TwinBeech Capital
New York
$592K +$645K +6,651 New
FBC
853
Fairfield, Bush & Co
Connecticut
$591K -$29.1K -300 -4%
CAC
854
Certified Advisory Corp
Florida
$591K – – –
FFM
855
Forum Financial Management
Illinois
$591K +$108K +1,110 +20%
IFWM
856
Institute for Wealth Management
Colorado
$587K +$97 +1 +0%
HAG
857
HighPoint Advisor Group
Illinois
$587K +$606K +6,252 New
CHC
858
City Holding Co
West Virginia
$584K -$104K -1,069 -14%
PGCM
859
Prescott Group Capital Management
Oklahoma
$584K +$54.7K +564 +9%
CGL
860
Clarius Group LLC
Washington
$580K +$97.4K +1,004 +18%
WI
861
Wintrust Investments
Illinois
$578K -$71.6K -738 -10%
FWC
862
First Washington Corp
Washington
$578K – – –
GIM
863
Grassi Investment Management
California
$569K -$155K -1,600 -20%
CBT
864
CoreFirst Bank & Trust
Kansas
$569K – – –
KWM
865
Kingsview Wealth Management
Oregon
$567K -$19K -196 -3%
WI
866
Wahed Invest
New York
$566K +$618K +6,367 New
SIM
867
Sadoff Investment Management
Wisconsin
$563K -$24.2K -250 -4%
SW
868
SVB Wealth
Massachusetts
$563K +$45.9K +473 +8%
CCM
869
Coldstream Capital Management
Washington
$561K +$73.9K +762 +14%
TFS
870
Thoroughbred Financial Services
Tennessee
$559K -$86.6K -893 -12%
TAM
871
Trust Asset Management
Texas
$559K +$38.4K +396 +7%
LGA
872
Lebenthal Global Advisors
New York
$559K +$254K +2,620 +71%
RCAG
873
Rehmann Capital Advisory Group
Michigan
$553K -$14K -144 -2%
SAM
874
Sompo Asset Management
Japan
$551K +$145K +1,500 +32%
OWP
875
Obermeyer Wealth Partners
Colorado
$544K – – –
33 34
35
36 37