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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
1001
World Equity Group
Illinois
$398K +$397K +3,926 New
CCA
1002
Covey Capital Advisors
Georgia
$397K -$8.2K -81 -2%
CC
1003
Copperleaf Capital
North Carolina
$395K +$12.2K +121 +3%
H
1004
HoyleCohen
California
$395K +$49.6K +490 +14%
MFS
1005
Madrona Financial Services
Washington
$393K – – –
IC
1006
Intersect Capital
California
$391K -$5.46K -54 -1%
SP
1007
Symmetry Partners
Connecticut
$390K – – –
PCA
1008
Personal Capital Advisors
California
$385K -$74.7K -738 -16%
WP
1009
Waycross Partners
Kentucky
$385K +$385K +3,800 New
9WM
1010
9258 Wealth Management
Ohio
$384K +$111K +1,100 +41%
MCM
1011
MAI Capital Management
Ohio
$382K +$70.9K +701 +23%
HTC
1012
Haverford Trust Company
Pennsylvania
$381K -$2.83K -28 -0.7%
CIC
1013
Carnegie Investment Counsel
Ohio
$380K -$34.4K -340 -8%
FPIS
1014
Financial Planning & Information Services
Wisconsin
$380K +$380K +3,750 New
TPWA
1015
TRUE Private Wealth Advisors
Oregon
$376K +$10.3K +102 +3%
YIA
1016
YHB Investment Advisors
Connecticut
$371K – – –
LGA
1017
Lebenthal Global Advisors
New York
$371K +$82.1K +811 +28%
NIMI
1018
Natixis Investment Managers International
France
$368K +$200K +1,976 +119%
BFM
1019
Boston Financial Management
Massachusetts
$365K -$17K -168 -4%
WCA
1020
Waypoint Capital Advisors
Minnesota
$365K +$60.6K +599 +20%
AAS
1021
Avantax Advisory Services
Texas
$357K +$45.5K +450 +15%
SFA
1022
Sequoia Financial Advisors
Ohio
$357K +$356K +3,521 New
WA
1023
WP Advisors
California
$357K +$357K +3,523 New
MLL
1024
Moody Lynn & Lieberson
Massachusetts
$356K – – –
RP
1025
Riverbridge Partners
Minnesota
$355K -$94.5K -934 -21%
39 40
41
42 43