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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1001
Principle Wealth Partners
Connecticut
$429K – – –
IC
1002
Inscription Capital
Texas
$429K +$466K +4,010 New
RC
1003
RBF Capital
California
$428K – – –
VCP
1004
Vista Capital Partners
Oregon
$428K +$814 +7 +0.2%
EWM
1005
Empirical Wealth Management
Washington
$428K +$465K +4,000 New
CCA
1006
Covey Capital Advisors
Georgia
$427K -$464K -3,994 Closed
WA
1007
WestEnd Advisors
North Carolina
$427K – – –
IAA
1008
Ironsides Asset Advisors
North Carolina
$423K -$11K -95 -2%
PCA
1009
Personal Capital Advisors
California
$422K +$198K +1,700 +76%
MFS
1010
Madrona Financial Services
Washington
$417K – – –
PFPT
1011
Pinnacle Financial Partners (Tennessee)
Tennessee
$416K -$154K -1,328 -25%
PWA
1012
Pinnacle Wealth Advisors
Tennessee
$416K +$453K +3,898 New
PI
1013
PEAK6 Investments
Illinois
$414K +$450K +3,873 New
HC
1014
Henshaw Capital
Massachusetts
$413K -$306K -2,632 -41%
GW
1015
GW & Wade
Massachusetts
$405K -$15.1K -130 -3%
PWS
1016
Peloton Wealth Strategists
Indiana
$405K -$9.18K -79 -2%
EFSCE
1017
Enterprise Financial Services Corp (EFSC)
Missouri
$404K -$67K -576 -13%
BEI
1018
Benjamin Edwards Inc
Missouri
$404K +$439K +3,778 New
BFM
1019
Boston Financial Management
Massachusetts
$403K -$51.5K -443 -11%
TPWA
1020
TRUE Private Wealth Advisors
Oregon
$402K -$83.1K -715 -16%
QTM
1021
qPULA Trading Management
New York
$402K +$437K +3,757 New
GIA
1022
Gateway Investment Advisers
Ohio
$401K -$21.5K -185 -5%
BP
1023
Ballentine Partners
Massachusetts
$395K +$2.79K +24 +0.7%
HI
1024
Horizon Investments
North Carolina
$387K -$1.12M -9,656 -73%
CAM
1025
ClariVest Asset Management
California
$386K – – –
39 40
41
42 43