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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
1001
Wilmington Savings Fund Society
Delaware
$423K +$421K +4,076 New
EN1L
1002
Engine No 1 LLC
California
$422K +$88.4K +855 +27%
WP
1003
WMS Partners
Maryland
$420K -$3.62K -35 -0.9%
MWM
1004
Minot Wealth Management
Massachusetts
$419K -$21.3K -206 -5%
CG
1005
Cutler Group
California
$418K -$4.04M -39,028 -91%
PWP
1006
Principle Wealth Partners
Connecticut
$416K – – –
VCP
1007
Vista Capital Partners
Oregon
$416K +$517 +5 +0.1%
CCA
1008
Covey Capital Advisors
Georgia
$415K -$138K -1,339 -25%
RC
1009
RBF Capital
California
$415K – – –
FFG
1010
Fortem Financial Group
California
$414K -$43.3K -419 -10%
IC
1011
Intersect Capital
California
$406K -$14.6K -141 -3%
LOAMS
1012
Lombard Odier Asset Management (Switzerland)
Switzerland
$406K +$404K +3,908 New
MFS
1013
Madrona Financial Services
Washington
$405K – – –
PAS
1014
Park Avenue Securities
New York
$405K +$67.6K +654 +20%
WPW
1015
Waldron Private Wealth
Pennsylvania
$404K – – –
PP
1016
Pegasus Partners
Wisconsin
$400K +$42.8K +414 +12%
SP
1017
Symmetry Partners
Connecticut
$399K -$37.7K -365 -9%
MGIA
1018
Moneta Group Investment Advisors
Missouri
$397K -$2.9K -28 -0.7%
DCM
1019
Dupont Capital Management
Delaware
$395K -$210K -2,035 -35%
HTC
1020
Haverford Trust Company
Pennsylvania
$393K -$39.5K -382 -9%
BFM
1021
Boston Financial Management
Massachusetts
$391K – – –
CC
1022
Copperleaf Capital
North Carolina
$391K +$70.5K +682 +22%
TSS
1023
Two Sigma Securities
New York
$391K +$194K +1,876 +99%
EP
1024
Edgestream Partners
New Jersey
$390K -$132K -1,273 -25%
GW
1025
GW & Wade
Massachusetts
$386K -$27.9K -270 -7%
39 40
41
42 43