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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
951
Sandy Spring Bank
Maryland
$263K -$25.5K -250 -9%
CCM
952
Chickasaw Capital Management
Tennessee
$262K +$258K +2,527 New
SCA
953
Stonebridge Capital Advisors
Minnesota
$261K – – –
BFEC
954
Benjamin F. Edwards & Company
Missouri
$261K +$11K +108 +4%
CAW
955
Cornerstone Advisors (Washington)
Washington
$261K +$16.9K +166 +7%
SWA
956
Stratos Wealth Advisors
Ohio
$259K – – –
USAA
957
United Services Automobile Association
Texas
$258K -$25.2M -246,364 -99%
DACG
958
Donor Advised Charitable Giving
California
$257K – – –
CT
959
Coastline Trust
Rhode Island
$256K – – –
JCM
960
Janney Capital Management
Pennsylvania
$253K – – –
AWA
961
Arete Wealth Advisors
Illinois
$253K +$13.6K +133 +6%
ECM
962
Evergreen Capital Management
Washington
$252K – – –
HIC
963
Holderness Investments Company
North Carolina
$249K -$40.8K -400 -14%
FIB
964
First Interstate Bank
Montana
$249K -$18.4K -180 -7%
BPB
965
Badgley, Phelps & Bell
Washington
$249K – – –
DP
966
Dearborn Partners
Illinois
$249K – – –
FWM
967
Fairhaven Wealth Management
Illinois
$249K – – –
PCA
968
Personal Capital Advisors
California
$247K +$10.8K +106 +5%
MSFP
969
Mark Sheptoff Financial Planning
Connecticut
$246K – – –
CCM
970
Carlson Capital Management
Minnesota
$246K +$11.9K +117 +5%
GFP
971
Gryphon Financial Partners
Ohio
$246K +$243K +2,379 New
MGIA
972
Moneta Group Investment Advisors
Missouri
$242K +$238K +2,336 New
LC
973
LCNB Corp
Ohio
$241K -$817 -8 -0.3%
PRC
974
Pearl River Capital
Michigan
$241K +$237K +2,324 New
TIA
975
Tandem Investment Advisors
South Carolina
$239K -$6.74K -66 -3%
37 38
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