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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
926
Mutual Advisors
Nebraska
$746K +$2.35K +20 +0.3%
BTW
927
Boston Trust Walden
Massachusetts
$743K – – –
SFFS
928
Stonehage Fleming Financial Services
Jersey
$743K +$95.6K +812 +16%
PCM
929
Parsons Capital Management
Rhode Island
$741K -$118 -1 -0%
APM
930
Advanced Portfolio Management
New York
$741K +$691K +5,871 New
FIM
931
Freedom Investment Management
Connecticut
$740K +$27.3K +232 +4%
FFM
932
Forum Financial Management
Illinois
$737K +$81.5K +692 +13%
SC
933
Savant Capital
Illinois
$737K -$3.77K -32 -0.5%
TCA
934
Transcend Capital Advisors
New Jersey
$735K +$24.8K +211 +4%
IIA
935
Integral Investment Advisors
California
$733K -$2.47K -21 -0.4%
IAA
936
Independent Advisor Alliance
North Carolina
$728K +$20K +170 +3%
ACA
937
Atlas Capital Advisors
Wyoming
$727K – – –
BAM
938
Blueshift Asset Management
New Jersey
$724K +$676K +5,741 New
AG
939
Ascent Group
Virginia
$722K +$679K +5,769 New
SW
940
SkyOak Wealth
Michigan
$720K -$45.2K -384 -6%
CF
941
Copperwynd Financial
Arizona
$719K +$9.65K +82 +1%
KWM
942
Kingsview Wealth Management
Oregon
$716K -$69.3K -589 -9%
BC
943
Bowman & Company
Wisconsin
$716K +$15K +127 +2%
SFP
944
Shepherd Financial Partners
Massachusetts
$708K -$1.06K -9 -0.2%
RCAG
945
Rehmann Capital Advisory Group
Michigan
$708K -$36.8K -313 -5%
TA
946
Tectonic Advisors
Texas
$707K -$435K -3,695 -40%
VFA
947
Voya Financial Advisors
Connecticut
$703K -$7.06K -60 -1%
CWM
948
Chesapeake Wealth Management
Virginia
$691K -$1.77K -15 -0.3%
CG
949
CFO4Life Group
Texas
$691K +$4.47K +38 +0.7%
BOS
950
Bank of Stockton
California
$688K -$1.77K -15 -0.3%
36 37
38
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