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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1001
RBF Capital
California
$434K – – –
MMG
1002
Monetary Management Group
Missouri
$434K +$447K +4,000 New
GW
1003
GW & Wade
Massachusetts
$433K +$22.7K +203 +5%
PJSIMP
1004
P.J. Schmidt Investment Management (PJS)
Wisconsin
$428K -$55.9K -500 -11%
EWM
1005
Empirical Wealth Management
Washington
$428K -$6.48K -58 -1%
HI
1006
Horizon Investments
North Carolina
$428K +$36.5K +327 +9%
MFS
1007
Madrona Financial Services
Washington
$423K – – –
CIC
1008
Carnegie Investment Counsel
Ohio
$422K +$65.5K +586 +18%
WPW
1009
Waldron Private Wealth
Pennsylvania
$422K +$153K +1,373 +54%
MGIA
1010
Moneta Group Investment Advisors
Missouri
$418K -$87.9K -787 -17%
TPWA
1011
TRUE Private Wealth Advisors
Oregon
$416K +$7.93K +71 +2%
SS
1012
Simplicity Solutions
Minnesota
$416K +$115K +1,033 +37%
QCG
1013
Quadrant Capital Group
Ohio
$414K +$60K +537 +16%
PAM
1014
Paradigm Asset Management
New York
$412K -$55.9K -500 -12%
BFM
1015
Boston Financial Management
Massachusetts
$409K – – –
ZCA
1016
Zeke Capital Advisors
Pennsylvania
$409K +$209K +1,872 +98%
YIA
1017
YHB Investment Advisors
Connecticut
$398K -$184K -1,649 -31%
BP
1018
Ballentine Partners
Massachusetts
$398K -$3.8K -34 -0.9%
ACP
1019
Arcus Capital Partners
Georgia
$398K +$49K +439 +14%
AI
1020
AXS Investments
New York
$398K +$410K +3,666 New
KA
1021
Kovack Advisors
Florida
$396K +$60.7K +543 +17%
GIA
1022
Gateway Investment Advisers
Ohio
$393K -$14K -125 -3%
OPS
1023
Orion Portfolio Solutions
Nebraska
$393K +$63.1K +565 +18%
BFG
1024
Beacon Financial Group
Texas
$386K +$390K +3,492 New
SBH
1025
Segall Bryant & Hamill
Illinois
$380K +$4.47K +40 +1%
39 40
41
42 43