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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
976
Proficio Capital Partners
Massachusetts
$247K +$284K +2,558 New
1IA
977
1834 Investment Advisors
Wisconsin
$244K -$42.9K -386 -13%
SPC
978
Sigma Planning Corp
Michigan
$243K -$52.1K -469 -15%
CAC
979
Certified Advisory Corp
Florida
$241K – – –
FNT
980
First National Trust
Pennsylvania
$241K +$22.2K +200 +9%
CCM
981
Chickasaw Capital Management
Tennessee
$240K – – –
CCM
982
Carlson Capital Management
Minnesota
$239K -$10.6K -95 -4%
SC
983
Sepio Capital
Utah
$236K -$12.9K -116 -4%
DACG
984
Donor Advised Charitable Giving
California
$236K – – –
MAFM
985
Mid Atlantic Financial Management
Pennsylvania
$235K +$17.8K +160 +7%
BHTS
986
Bar Harbor Trust Services
Maine
$234K -$3.78K -34 -1%
JCM
987
Janney Capital Management
Pennsylvania
$232K – – –
CCM
988
Coldstream Capital Management
Washington
$232K +$37.4K +337 +16%
FWM
989
Fairhaven Wealth Management
Illinois
$230K +$2.56K +23 +1%
EWA
990
EP Wealth Advisors
California
$230K +$34.3K +309 +15%
DP
991
Dearborn Partners
Illinois
$228K – – –
FIB
992
First Interstate Bank
Montana
$228K – – –
SYBT
993
Stock Yards Bank & Trust
Kentucky
$228K – – –
MSFP
994
Mark Sheptoff Financial Planning
Connecticut
$226K – – –
GFP
995
Gryphon Financial Partners
Ohio
$224K -$13.6K -122 -5%
BFEC
996
Benjamin F. Edwards & Company
Missouri
$224K -$7K -63 -3%
NAM
997
NTV Asset Management
West Virginia
$223K +$38.9K +350 +18%
ZCA
998
Zeke Capital Advisors
Pennsylvania
$219K -$522K -4,702 -67%
MA
999
MONECO Advisors
Connecticut
$219K +$2.44K +22 +1%
LI
1000
Leap Investments
Illinois
$218K -$944K -8,500 -79%
38 39
40
41 42