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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1001
MONECO Advisors
Connecticut
$276K +$4.86K +44 +2%
MSFP
1002
Mark Sheptoff Financial Planning
Connecticut
$275K
FNT
1003
First National Trust
Pennsylvania
$270K +$258K +2,335 New
CWP
1004
CFM Wealth Partners
Texas
$268K +$246K +2,232 New
MAFM
1005
Mid Atlantic Financial Management
Pennsylvania
$268K +$256K +2,317 New
TSW
1006
Thompson Siegel & Walmsley
Virginia
$267K +$14.8K +134 +6%
CCA
1007
Catalyst Capital Advisors
New York
$266K -$318K -2,882 -56%
WP
1008
WMS Partners
Maryland
$266K -$66.5K -602 -21%
GIM
1009
Greenwich Investment Management
Connecticut
$266K
OPA
1010
Old Port Advisors
Maine
$266K +$3.2K +29 +1%
RPSA
1011
Richard P. Slaughter Associates
Texas
$264K +$252K +2,286 New
Pacer Advisors
1012
Pacer Advisors
Pennsylvania
$261K -$11.6M -105,507 -98%
PCS
1013
Personal CFO Solutions
New Jersey
$259K -$5.74K -52 -2%
CAM
1014
Claret Asset Management
Quebec, Canada
$259K +$4.42K +40 +2%
CT
1015
Coastline Trust
Rhode Island
$258K -$26.5K -240 -10%
LC
1016
LCNB Corp
Ohio
$258K -$10.6K -96 -4%
RA
1017
Rational Advisors
New York
$256K -$1.01M -9,188 -81%
Acadian Asset Management
1018
Acadian Asset Management
Massachusetts
$256K
KA
1019
Kovack Advisors
Florida
$256K +$245K +2,216 New
GW
1020
GW & Wade
Massachusetts
$252K
SSB
1021
Sandy Spring Bank
Maryland
$250K -$41.7K -378 -15%
SIG
1022
Sargent Investment Group
Maryland
$249K
IAN
1023
Integrated Advisors Network
Texas
$249K +$237K +2,150 New
TMAM
1024
Tokio Marine Asset Management
Japan
$248K +$237K +2,149 New
EFS
1025
Essex Financial Services
Connecticut
$247K +$3.31K +30 +1%