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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1001
Semmax Financial Advisors
North Carolina
$405K -$13.9K -137 -3%
AT
1002
Arden Trust
Delaware
$404K +$96.4K +952 +31%
AMBIA
1003
Allen Mooney & Barnes Investment Advisors
Georgia
$403K +$403K +3,977 New
KJHP
1004
K.J. Harrison & Partners
Ontario, Canada
$400K +$399K +3,945 New
WEG
1005
World Equity Group
Illinois
$398K +$397K +3,926 New
CCA
1006
Covey Capital Advisors
Georgia
$397K -$8.2K -81 -2%
CC
1007
Copperleaf Capital
North Carolina
$395K +$12.2K +121 +3%
H
1008
HoyleCohen
California
$395K +$49.6K +490 +14%
MFS
1009
Madrona Financial Services
Washington
$393K – – –
IC
1010
Intersect Capital
California
$391K -$5.46K -54 -1%
SP
1011
Symmetry Partners
Connecticut
$390K – – –
PCA
1012
Personal Capital Advisors
California
$385K -$74.7K -738 -16%
WP
1013
Waycross Partners
Kentucky
$385K +$385K +3,800 New
9WM
1014
9258 Wealth Management
Ohio
$384K +$111K +1,100 +41%
MCM
1015
MAI Capital Management
Ohio
$382K +$70.9K +701 +23%
HTC
1016
Haverford Trust Company
Pennsylvania
$381K -$2.83K -28 -0.7%
CIC
1017
Carnegie Investment Counsel
Ohio
$380K -$34.4K -340 -8%
FPIS
1018
Financial Planning & Information Services
Wisconsin
$380K +$380K +3,750 New
TPWA
1019
TRUE Private Wealth Advisors
Oregon
$376K +$10.3K +102 +3%
YIA
1020
YHB Investment Advisors
Connecticut
$371K – – –
LGA
1021
Lebenthal Global Advisors
New York
$371K +$82.1K +811 +28%
NIMI
1022
Natixis Investment Managers International
France
$368K +$200K +1,976 +119%
BFM
1023
Boston Financial Management
Massachusetts
$365K -$17K -168 -4%
WCA
1024
Waypoint Capital Advisors
Minnesota
$365K +$60.6K +599 +20%
AAS
1025
Avantax Advisory Services
Texas
$357K +$45.5K +450 +15%
39 40
41
42 43