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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
976
WBH Advisory
Maryland
$248K -$23.8K -214 -8%
CIC
977
Carnegie Investment Counsel
Ohio
$248K – – –
LOAMS
978
Lombard Odier Asset Management (Switzerland)
Switzerland
$247K -$96K -864 -25%
AC
979
Alexandria Capital
Virginia
$247K – – –
MHC
980
Meyer Handelman Company
New York
$247K – – –
AWA
981
Arete Wealth Advisors
Illinois
$247K +$2.78K +25 +1%
PCP
982
Proficio Capital Partners
Massachusetts
$247K +$284K +2,558 New
1IA
983
1834 Investment Advisors
Wisconsin
$244K -$42.9K -386 -13%
SPC
984
Sigma Planning Corp
Michigan
$243K -$52.1K -469 -15%
CAC
985
Certified Advisory Corp
Florida
$241K – – –
FNT
986
First National Trust
Pennsylvania
$241K +$22.2K +200 +9%
CCM
987
Chickasaw Capital Management
Tennessee
$240K – – –
CCM
988
Carlson Capital Management
Minnesota
$239K -$10.6K -95 -4%
SC
989
Sepio Capital
Utah
$236K -$12.9K -116 -4%
DACG
990
Donor Advised Charitable Giving
California
$236K – – –
MAFM
991
Mid Atlantic Financial Management
Pennsylvania
$235K +$17.8K +160 +7%
BHTS
992
Bar Harbor Trust Services
Maine
$234K -$3.78K -34 -1%
JCM
993
Janney Capital Management
Pennsylvania
$232K – – –
CCM
994
Coldstream Capital Management
Washington
$232K +$37.4K +337 +16%
FWM
995
Fairhaven Wealth Management
Illinois
$230K +$2.56K +23 +1%
EWA
996
EP Wealth Advisors
California
$230K +$34.3K +309 +15%
DP
997
Dearborn Partners
Illinois
$228K – – –
FIB
998
First Interstate Bank
Montana
$228K – – –
SYBT
999
Stock Yards Bank & Trust
Kentucky
$228K – – –
MSFP
1000
Mark Sheptoff Financial Planning
Connecticut
$226K – – –
38 39
40
41 42