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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
976
Patriot Financial Group Insurance Agency
Massachusetts
$871K +$58.7K +403 +8%
LCM
977
LVM Capital Management
Michigan
$867K – – –
LFAS
978
Level Four Advisory Services
Texas
$865K – – –
CF
979
Copperwynd Financial
Arizona
$863K -$18.8K -129 -2%
MWM
980
Modera Wealth Management
New Jersey
$863K -$18.5K -127 -2%
GI
981
GAMCO Investors
Connecticut
$863K -$58.3K -400 -7%
CCA
982
Catalyst Capital Advisors
New York
$860K +$784K +5,380 New
SC
983
Syon Capital
California
$859K -$750K -5,152 -49%
SW
984
SlateStone Wealth
Florida
$855K +$779K +5,351 New
FAT
985
First American Trust
California
$848K +$11.2K +77 +1%
DFG
986
Delta Financial Group
New Jersey
$846K – – –
SWM
987
Shelton Wealth Management
Texas
$836K +$140K +963 +23%
CP
988
Cumberland Partners
Ontario, Canada
$831K +$757K +5,200 New
MA
989
Mutual Advisors
Nebraska
$829K +$12.8K +88 +2%
ECM
990
Evergreen Capital Management
Washington
$829K +$6.7K +46 +0.9%
WT
991
Whittier Trust
California
$827K -$21.6K -148 -3%
FFM
992
Forum Financial Management
Illinois
$824K -$43.3K -297 -5%
FIM
993
Freedom Investment Management
Connecticut
$821K +$68.6K +471 +10%
CIA
994
Cape Investment Advisory
Georgia
$814K -$330K -2,266 -31%
JMFC
995
J.M. Forbes & Co
Massachusetts
$814K – – –
CG
996
CFO4Life Group
Texas
$811K -$51.3K -352 -6%
IP
997
Intellectus Partners
California
$791K -$3.79K -26 -0.5%
GAG
998
GM Advisory Group
New York
$790K – – –
PWP
999
Principle Wealth Partners
Connecticut
$790K -$2.91K -20 -0.4%
JF
1000
Jump Financial
Illinois
$788K -$434K -2,977 -38%
38 39
40
41 42