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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
926
Ballentine Partners
Massachusetts
$481K +$139K +1,360 +36%
JMFC
927
J.M. Forbes & Co
Massachusetts
$477K -$2.96K -29 -0.6%
PGH
928
Partners Group Holding
Switzerland
$474K – – –
NIM
929
NuWave Investment Management
New Jersey
$474K +$516K +5,061 New
FIM
930
Freedom Investment Management
Connecticut
$472K -$3.97K -39 -0.8%
BAAM
931
Baker Avenue Asset Management
California
$469K -$1.64M -16,096 -76%
LAM
932
Lynch Asset Management
Pennsylvania
$467K -$510K -5,000 -50%
TCM
933
Tributary Capital Management
Nebraska
$463K +$504K +4,950 New
RGC
934
Roberts, Glore & Co
Illinois
$462K -$25.5K -250 -5%
OL
935
Optas LLC
Texas
$461K +$33.9K +333 +7%
STA
936
Summit Trail Advisors
New York
$459K -$57.1K -560 -10%
SDWMA
937
Schneider Downs Wealth Management Advisors
Pennsylvania
$459K +$2.75K +27 +0.6%
PRC
938
Pearl River Capital
Michigan
$458K -$1.08M -10,624 -68%
IAA
939
Independent Advisor Alliance
North Carolina
$457K +$102 +1 +0%
GCM
940
Graham Capital Management
Connecticut
$456K -$569K -5,586 -53%
EIP
941
Ellis Investment Partners
Pennsylvania
$456K – – –
WPW
942
Waldron Private Wealth
Pennsylvania
$455K -$13.8K -135 -3%
MAM
943
Mystic Asset Management
Rhode Island
$450K +$4.59K +45 +0.9%
PCMC
944
Paragon Capital Management (Colorado)
Colorado
$449K – – –
AT
945
Arden Trust
Delaware
$449K +$99.9K +980 +26%
VIM
946
Vista Investment Management
Pennsylvania
$445K +$29.1K +286 +6%
OWA
947
Outlook Wealth Advisors
Texas
$445K +$486K +4,765 New
MCM
948
MAI Capital Management
Ohio
$444K +$117K +1,148 +32%
KOCAA
949
Knights of Columbus Asset Advisors
Connecticut
$443K +$483K +4,738 New
CT
950
Caldwell Trust
Florida
$442K – – –
36 37
38
39 40