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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
H
976
HoyleCohen
California
$475K – – –
CPA
977
Clear Perspective Advisors
Illinois
$475K +$698 +6 +0.1%
MWM
978
Minot Wealth Management
Massachusetts
$475K +$2.09K +18 +0.4%
DFCM
979
Dark Forest Capital Management
Puerto Rico
$474K +$515K +4,430 New
MAFM
980
Mid Atlantic Financial Management
Pennsylvania
$471K +$30.2K +260 +6%
BPA
981
Beacon Pointe Advisors
California
$470K +$158K +1,358 +45%
KWA
982
KCS Wealth Advisory
California
$468K – – –
WMA
983
Wealth Management Associates
New Jersey
$466K – – –
DCM
984
Donaldson Capital Management
Indiana
$465K -$84.8K -729 -14%
CIA
985
Capital Investment Advisors
Georgia
$462K +$10.6K +91 +2%
CNBTD
986
Citizens National Bank Trust Department
Mississippi
$460K – – –
PAM
987
Paradigm Asset Management
New York
$460K -$34.9K -300 -7%
CCA
988
Checchi Capital Advisers
California
$459K -$102K -880 -17%
FNBTCON
989
First National Bank & Trust Co of Newtown
Pennsylvania
$457K – – –
SPC
990
Sigma Planning Corp
Michigan
$453K -$709K -6,096 -59%
SP
991
Symmetry Partners
Connecticut
$450K +$42.4K +365 +9%
EWM
992
Evermay Wealth Management
Virginia
$449K -$83.7K -720 -15%
MLL
993
Moody Lynn & Lieberson
Massachusetts
$448K – – –
WP
994
WMS Partners
Maryland
$448K – – –
JAFL
995
Jay A. Fishman Ltd
Michigan
$447K – – –
UR
996
USCA RIA
Texas
$446K -$9.77K -84 -2%
PK
997
Pflug Koory
Nebraska
$445K +$8.49K +73 +2%
HTC
998
Haverford Trust Company
Pennsylvania
$445K +$484K +4,164 New
ETC
999
Exchange Traded Concepts
Oklahoma
$441K -$2.17M -18,639 -82%
GD
1000
Grandfield & Dodd
New York
$440K -$233K -2,000 -33%
38 39
40
41 42