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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1001
Empirical Wealth Management
Washington
$428K -$6.48K -58 -1%
HI
1002
Horizon Investments
North Carolina
$428K +$36.5K +327 +9%
MFS
1003
Madrona Financial Services
Washington
$423K – – –
CIC
1004
Carnegie Investment Counsel
Ohio
$422K +$65.5K +586 +18%
WPW
1005
Waldron Private Wealth
Pennsylvania
$422K +$153K +1,373 +54%
MGIA
1006
Moneta Group Investment Advisors
Missouri
$418K -$87.9K -787 -17%
TPWA
1007
TRUE Private Wealth Advisors
Oregon
$416K +$7.93K +71 +2%
SS
1008
Simplicity Solutions
Minnesota
$416K +$115K +1,033 +37%
QCG
1009
Quadrant Capital Group
Ohio
$414K +$60K +537 +16%
PAM
1010
Paradigm Asset Management
New York
$412K -$55.9K -500 -12%
BFM
1011
Boston Financial Management
Massachusetts
$409K – – –
ZCA
1012
Zeke Capital Advisors
Pennsylvania
$409K +$209K +1,872 +98%
YIA
1013
YHB Investment Advisors
Connecticut
$398K -$184K -1,649 -31%
BP
1014
Ballentine Partners
Massachusetts
$398K -$3.8K -34 -0.9%
ACP
1015
Arcus Capital Partners
Georgia
$398K +$49K +439 +14%
AI
1016
AXS Investments
New York
$398K +$410K +3,666 New
KA
1017
Kovack Advisors
Florida
$396K +$60.7K +543 +17%
GIA
1018
Gateway Investment Advisers
Ohio
$393K -$14K -125 -3%
OPS
1019
Orion Portfolio Solutions
Nebraska
$393K +$63.1K +565 +18%
BFG
1020
Beacon Financial Group
Texas
$386K +$390K +3,492 New
SBH
1021
Segall Bryant & Hamill
Illinois
$380K +$4.47K +40 +1%
PP
1022
Pegasus Partners
Wisconsin
$373K – – –
BOH
1023
Bank of Hawaii
Hawaii
$369K -$1.62M -14,464 -81%
SWP
1024
Strategic Wealth Partners
Ohio
$369K +$2.23K +20 +0.6%
PK
1025
Pflug Koory
Nebraska
$365K -$89.4K -800 -19%
39 40
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