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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
901
JNBA Financial Advisors
Minnesota
$102K – – –
AIM
902
ARK Investment Management
Florida
$98K -$69.7K -795 -42%
LC
903
Lindbrook Capital
California
$98K +$2.19K +25 +2%
BC
904
Bartlett & Co
Ohio
$96K – – –
BCWM
905
Bartlett & Co Wealth Management
Ohio
$95.7K – – –
SIAS
906
Shine Investment Advisory Services
Colorado
$88K +$6.13K +70 +8%
O
907
Ossiam
France
$88K +$84.7K +967 New
TF
908
Tompkins Financial
New York
$79K – – –
GRP
909
Global Retirement Partners
California
$75K -$438 -5 -0.6%
AF
910
Allworth Financial
California
$75K – – –
RFA
911
Reilly Financial Advisors
California
$72K -$789 -9 -1%
HL
912
Harding Loevner
New Jersey
$72K +$69.2K +790 New
BBA
913
Braun-Bostich & Associates
Pennsylvania
$71K -$73.8K -842 -52%
CFA
914
Carroll Financial Associates
North Carolina
$69K – – –
MAM
915
Meeder Asset Management
Ohio
$66K +$62.7K +716 +5,508%
OIA
916
Optimum Investment Advisors
Illinois
$64K – – –
CIA
917
CSat Investment Advisory
Michigan
$63K +$51.8K +591 +574%
QAM
918
QCI Asset Management
New York
$62K -$4.38K -50 -7%
PO
919
Private Ocean
California
$57K – – –
BCA
920
Berman Capital Advisors
Georgia
$57K +$17.1K +195 +45%
ADL
921
Asset Dedication LLC
California
$56K – – –
BWM
922
BerganKDV Wealth Management
Minnesota
$55K – – –
PCP
923
Proficio Capital Partners
Massachusetts
$54K +$18.4K +210 +54%
LWANC
924
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K +$50.8K +580 New
QCG
925
Quadrant Capital Group
Ohio
$51K -$1.58K -18 -3%
35 36
37
38 39