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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1001
Okabena Investment Services
Minnesota
$848K -$234K -1,546 -21%
SFP
1002
Shepherd Financial Partners
Massachusetts
$838K – – –
MYIA
1003
Mount Yale Investment Advisors
Colorado
$833K +$142K +936 +20%
PCM
1004
Parsons Capital Management
Rhode Island
$823K -$7.57K -50 -0.9%
UCB
1005
United Community Bank
South Carolina
$820K -$50.6K -334 -6%
SC
1006
Syon Capital
California
$815K +$13.9K +92 +2%
WPC
1007
Wedmont Private Capital
Pennsylvania
$810K +$59.2K +391 +8%
FAT
1008
First American Trust
California
$809K +$17.9K +118 +2%
PA
1009
Parallel Advisors
California
$807K +$145K +959 +22%
DS
1010
DRW Securities
Illinois
$805K +$822K +5,431 New
LCM
1011
LVM Capital Management
Michigan
$805K -$3.78K -25 -0.5%
MWM
1012
Modera Wealth Management
New Jersey
$801K -$3.94K -26 -0.5%
AIM
1013
Aigen Investment Management
New York
$800K +$812K +5,367 New
BBP
1014
Banco BTG Pactual
Brazil
$796K +$737K +4,868 New
FCBT
1015
First Citizens Bank & Trust
North Carolina
$793K -$41.8K -276 -5%
ECM
1016
Evergreen Capital Management
Washington
$792K +$19.5K +129 +2%
SW
1017
SlateStone Wealth
Florida
$791K -$6.51K -43 -0.8%
1CP
1018
17 Capital Partners
Arizona
$784K +$408K +2,695 +105%
CIA
1019
Cape Investment Advisory
Georgia
$775K +$16K +106 +2%
WT
1020
Whittier Trust
California
$773K +$1.97K +13 +0.3%
FFM
1021
Forum Financial Management
Illinois
$769K +$454 +3 +0.1%
BFG
1022
Beacon Financial Group
Texas
$766K -$67.4K -445 -8%
CG
1023
CFO4Life Group
Texas
$763K +$6.21K +41 +0.8%
IFU
1024
iSAM Funds (UK)
United Kingdom
$762K +$774K +5,111 New
JMFC
1025
J.M. Forbes & Co
Massachusetts
$760K – – –
39 40
41
42 43