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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
MDCM
1026
Morgan Dempsey Capital Management
Wisconsin
$165K -$4.78K -43 -2%
PFGIA
1027
Patriot Financial Group Insurance Agency
Massachusetts
$161K – – –
SBSB
1028
Sullivan, Bruyette, Speros & Blaney
Virginia
$154K – – –
BAM
1029
Bellevue Asset Management
Washington
$151K – – –
AP
1030
Atwood & Palmer
Missouri
$144K +$168K +1,515 New
SWA
1031
Sutton Wealth Advisors
Florida
$142K +$2K +18 +1%
IFAM
1032
Institutional & Family Asset Management
Colorado
$140K – – –
TPWA
1033
TRUE Private Wealth Advisors
Oregon
$138K +$1.55K +14 +1%
CBT
1034
Capital Bank & Trust
California
$135K -$47.7K -429 -23%
VCP
1035
Verus Capital Partners
Arizona
$133K -$33.3K -300 -18%
SBL
1036
Sargent Bickham Lagudis
Colorado
$133K – – –
SIC
1037
Salem Investment Counselors
North Carolina
$126K – – –
CIA
1038
CSat Investment Advisory
Michigan
$124K +$17.3K +156 +14%
AT
1039
Arden Trust
Delaware
$123K +$144K +1,300 New
PCM
1040
Penserra Capital Management
California
$111K +$19.6K +176 +20%
ICM
1041
Islay Capital Management
Texas
$109K – – –
CFA
1042
Carroll Financial Associates
North Carolina
$109K +$42K +378 +49%
JFA
1043
JNBA Financial Advisors
Minnesota
$106K – – –
SIAS
1044
Shine Investment Advisory Services
Colorado
$103K -$6.44K -58 -5%
EI
1045
Ellevest Inc
New York
$101K +$49.1K +442 +71%
PM
1046
Precept Management
Texas
$95K -$2.11M -19,000 -95%
GRP
1047
Global Retirement Partners
California
$95K +$11.9K +107 +12%
EP
1048
Eudaimonia Partners
Tennessee
$94K +$110K +993 New
SQA
1049
Simon Quick Advisors
New Jersey
$90K -$5.78K -52 -5%
BCA
1050
Berman Capital Advisors
Georgia
$90K +$14.4K +130 +16%
40 41
42
43 44