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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1001
Dynamic Advisor Solutions
Arizona
$1.25M -$650K -3,185 -34%
WLG
1002
Williamson Legacy Group
Indiana
$1.24M +$32.7K +160 +3%
PCTC
1003
Perkins Coie Trust Company
Washington
$1.23M – – –
PSC
1004
Prentiss Smith & Co
Vermont
$1.23M +$3.88K +19 +0.3%
HCMT
1005
Highland Capital Management (Tennessee)
Tennessee
$1.22M +$1.21M +5,936 New
CI
1006
Cigna Investments
Connecticut
$1.21M -$18.8K -92 -2%
MWM
1007
Modera Wealth Management
New Jersey
$1.2M +$94.5K +463 +9%
MA
1008
Mutual Advisors
Nebraska
$1.2M +$60.2K +295 +5%
BCAM
1009
Boston Common Asset Management
Massachusetts
$1.19M – – –
CF
1010
Copperwynd Financial
Arizona
$1.18M -$14.1K -69 -1%
SFP
1011
Shepherd Financial Partners
Massachusetts
$1.18M +$25.9K +127 +2%
CAC
1012
Certified Advisory Corp
Florida
$1.17M -$106K -521 -8%
KWA
1013
Kingswood Wealth Advisors
California
$1.17M +$649K +3,179 +125%
MCA
1014
Magnolia Capital Advisors
Mississippi
$1.15M +$207K +1,014 +22%
ECM
1015
Evergreen Capital Management
Washington
$1.15M +$612 +3 +0.1%
CL
1016
CSS LLC
Illinois
$1.14M -$28.6K -140 -2%
AIP
1017
Ameritas Investment Partners
Nebraska
$1.14M -$58.8K -288 -5%
WBC
1018
Westpac Banking Corp
Australia
$1.14M +$7.76K +38 +0.7%
SF
1019
Summit Financial
New Jersey
$1.13M +$264K +1,295 +31%
SIA
1020
Schechter Investment Advisors
Michigan
$1.13M -$77.2K -378 -6%
RCAG
1021
Rehmann Capital Advisory Group
Michigan
$1.13M +$18.6K +91 +2%
SAM
1022
Synergy Asset Management
Washington
$1.12M – – –
PCM
1023
Parsons Capital Management
Rhode Island
$1.12M – – –
PFGIA
1024
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M -$8.17K -40 -0.7%
CI
1025
Conning Inc
Connecticut
$1.12M +$201K +987 +22%
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