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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1001
Whittier Trust
California
$707K -$94.1K -767 -13%
UCB
1002
United Community Bank
South Carolina
$704K -$6.87K -56 -1%
DFG
1003
Delta Financial Group
New Jersey
$703K – – –
SC
1004
Syon Capital
California
$699K +$16.3K +133 +3%
FAT
1005
First American Trust
California
$695K +$7.85K +64 +1%
WIA
1006
Westbourne Investment Advisors
Maryland
$684K – – –
ECM
1007
Evergreen Capital Management
Washington
$683K +$38.8K +316 +7%
SFFS
1008
Stonehage Fleming Financial Services
Jersey
$683K -$43.2K -352 -6%
MA
1009
Mutual Advisors
Nebraska
$678K +$24.3K +198 +4%
JMFC
1010
J.M. Forbes & Co
Massachusetts
$677K – – –
PFGIA
1011
Patriot Financial Group Insurance Agency
Massachusetts
$671K +$47.6K +388 +8%
UM
1012
UniSuper Management
Australia
$664K +$61.6K +502 +11%
MYIA
1013
Mount Yale Investment Advisors
Colorado
$664K -$14.1K -115 -2%
IP
1014
Intellectus Partners
California
$661K +$47.2K +385 +8%
PWP
1015
Principle Wealth Partners
Connecticut
$659K – – –
WA
1016
Wealth Alliance
New York
$658K +$143K +1,164 +31%
GAG
1017
GM Advisory Group
New York
$657K +$40.6K +331 +7%
CGL
1018
Clarius Group LLC
Washington
$656K -$64.8K -528 -10%
CWM
1019
Chesapeake Wealth Management
Virginia
$656K -$10.4K -85 -2%
WPC
1020
Wedmont Private Capital
Pennsylvania
$651K +$129K +1,048 +28%
QC
1021
Quadrature Capital
United Kingdom
$645K +$596K +4,853 New
CA
1022
Crumly & Associates
Illinois
$643K +$48.5K +395 +9%
EIP
1023
Ellis Investment Partners
Pennsylvania
$643K -$11K -90 -2%
PCMC
1024
Paragon Capital Management (Colorado)
Colorado
$638K – – –
EWS
1025
Evergreen Wealth Solutions
Pennsylvania
$637K +$21.8K +178 +4%
39 40
41
42 43