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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
951
Benjamin F. Edwards & Company
Missouri
$261K +$11K +108 +4%
CAW
952
Cornerstone Advisors (Washington)
Washington
$261K +$16.9K +166 +7%
SWA
953
Stratos Wealth Advisors
Ohio
$259K – – –
USAA
954
United Services Automobile Association
Texas
$258K -$25.2M -246,364 -99%
DACG
955
Donor Advised Charitable Giving
California
$257K – – –
CT
956
Coastline Trust
Rhode Island
$256K – – –
JCM
957
Janney Capital Management
Pennsylvania
$253K – – –
AWA
958
Arete Wealth Advisors
Illinois
$253K +$13.6K +133 +6%
ECM
959
Evergreen Capital Management
Washington
$252K – – –
HIC
960
Holderness Investments Company
North Carolina
$249K -$40.8K -400 -14%
FIB
961
First Interstate Bank
Montana
$249K -$18.4K -180 -7%
BPB
962
Badgley, Phelps & Bell
Washington
$249K – – –
DP
963
Dearborn Partners
Illinois
$249K – – –
FWM
964
Fairhaven Wealth Management
Illinois
$249K – – –
PCA
965
Personal Capital Advisors
California
$247K +$10.8K +106 +5%
MSFP
966
Mark Sheptoff Financial Planning
Connecticut
$246K – – –
CCM
967
Carlson Capital Management
Minnesota
$246K +$11.9K +117 +5%
GFP
968
Gryphon Financial Partners
Ohio
$246K +$243K +2,379 New
MGIA
969
Moneta Group Investment Advisors
Missouri
$242K +$238K +2,336 New
LC
970
LCNB Corp
Ohio
$241K -$817 -8 -0.3%
PRC
971
Pearl River Capital
Michigan
$241K +$237K +2,324 New
TIA
972
Tandem Investment Advisors
South Carolina
$239K -$6.74K -66 -3%
GIM
973
Greenwich Investment Management
Connecticut
$238K -$27.1K -265 -10%
PCS
974
Personal CFO Solutions
New Jersey
$238K +$234K +2,292 New
CWM
975
Calamos Wealth Management
Illinois
$238K +$234K +2,295 New
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