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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
V
851
VeraBank
Texas
$667K – – –
IA
852
IFP Advisors
Florida
$667K +$242K +2,371 +36%
ACA
853
Atlas Capital Advisors
Wyoming
$664K +$692K +6,795 +2,221%
HSA
854
HBK Sorce Advisory
Pennsylvania
$662K +$11.7K +115 +2%
FFM
855
Forum Financial Management
Illinois
$657K +$37.8K +371 +6%
DC
856
Dryden Capital
Florida
$655K – – –
SHGA
857
Sand Hill Global Advisors
California
$654K -$1.73K -17 -0.2%
SAM
858
Sompo Asset Management
Japan
$654K +$81.5K +800 +13%
CGL
859
Clarius Group LLC
Washington
$650K +$43.2K +424 +7%
CWM
860
Chesapeake Wealth Management
Virginia
$649K -$10.2K -100 -1%
NB
861
Nicolet Bankshares
Wisconsin
$648K – – –
AAM
862
Aureus Asset Management
Massachusetts
$644K – – –
TAM
863
Townsend Asset Management
North Carolina
$640K – – –
SSWM
864
Sheets Smith Wealth Management
North Carolina
$640K +$697K +6,836 New
SIA
865
Strategic Investment Advisors
Michigan
$637K +$694K +6,806 New
WI
866
Wahed Invest
New York
$636K +$43.9K +431 +7%
GIM
867
Goelzer Investment Management
Indiana
$635K -$3.18M -31,174 -82%
WIS
868
Wright Investors Service
Connecticut
$635K +$204 +2 +0%
PI
869
PEAK6 Investments
Illinois
$635K +$692K +6,790 New
CBT
870
Central Bank & Trust
Kentucky
$632K -$288K -2,829 -30%
CAC
871
Certified Advisory Corp
Florida
$622K – – –
TAM
872
Trust Asset Management
Texas
$622K +$37.9K +372 +6%
IFWM
873
Institute for Wealth Management
Colorado
$621K +$4.18K +41 +0.6%
MCM
874
Maryland Capital Management
Maryland
$616K +$176K +1,725 +35%
SLF
875
Sun Life Financial
Ontario, Canada
$615K -$186K -1,824 -22%
33 34
35
36 37