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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1001
Oxford Financial Group
Indiana
$711K +$402K +3,276 +158%
WT
1002
Whittier Trust
California
$707K -$94.1K -767 -13%
UCB
1003
United Community Bank
South Carolina
$704K -$6.87K -56 -1%
DFG
1004
Delta Financial Group
New Jersey
$703K – – –
SC
1005
Syon Capital
California
$699K +$16.3K +133 +3%
FAT
1006
First American Trust
California
$695K +$7.85K +64 +1%
WIA
1007
Westbourne Investment Advisors
Maryland
$684K – – –
ECM
1008
Evergreen Capital Management
Washington
$683K +$38.8K +316 +7%
SFFS
1009
Stonehage Fleming Financial Services
Jersey
$683K -$43.2K -352 -6%
MA
1010
Mutual Advisors
Nebraska
$678K +$24.3K +198 +4%
JMFC
1011
J.M. Forbes & Co
Massachusetts
$677K – – –
PFGIA
1012
Patriot Financial Group Insurance Agency
Massachusetts
$671K +$47.6K +388 +8%
UM
1013
UniSuper Management
Australia
$664K +$61.6K +502 +11%
MYIA
1014
Mount Yale Investment Advisors
Colorado
$664K -$14.1K -115 -2%
IP
1015
Intellectus Partners
California
$661K +$47.2K +385 +8%
PWP
1016
Principle Wealth Partners
Connecticut
$659K – – –
WA
1017
Wealth Alliance
New York
$658K +$143K +1,164 +31%
GAG
1018
GM Advisory Group
New York
$657K +$40.6K +331 +7%
CGL
1019
Clarius Group LLC
Washington
$656K -$64.8K -528 -10%
CWM
1020
Chesapeake Wealth Management
Virginia
$656K -$10.4K -85 -2%
WPC
1021
Wedmont Private Capital
Pennsylvania
$651K +$129K +1,048 +28%
QC
1022
Quadrature Capital
United Kingdom
$645K +$596K +4,853 New
CA
1023
Crumly & Associates
Illinois
$643K +$48.5K +395 +9%
EIP
1024
Ellis Investment Partners
Pennsylvania
$643K -$11K -90 -2%
PCMC
1025
Paragon Capital Management (Colorado)
Colorado
$638K – – –