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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1026
Arete Wealth Advisors
Illinois
$251K -$2.42K -24 -0.9%
PCP
1027
Proficio Capital Partners
Massachusetts
$249K -$403 -4 -0.2%
CAC
1028
Certified Advisory Corp
Florida
$248K – – –
CCM
1029
Chickasaw Capital Management
Tennessee
$247K – – –
SIG
1030
Sargent Investment Group
Maryland
$247K +$252K +2,507 New
WA
1031
WBH Advisory
Maryland
$243K -$12.1K -120 -5%
1IA
1032
1834 Investment Advisors
Wisconsin
$243K -$7.55K -75 -3%
DACG
1033
Donor Advised Charitable Giving
California
$243K – – –
HH
1034
Hilltop Holdings
Texas
$242K +$250K +2,486 New
SC
1035
Sepio Capital
Utah
$240K -$2.12K -21 -0.8%
MMA
1036
Miracle Mile Advisors
California
$238K -$247K -2,454 -50%
JCM
1037
Janney Capital Management
Pennsylvania
$238K – – –
EWA
1038
EP Wealth Advisors
California
$236K -$244K -2,425 Closed
IAN
1039
Integrated Advisors Network
Texas
$235K +$243K +2,413 New
DP
1040
Dearborn Partners
Illinois
$234K – – –
FIB
1041
First Interstate Bank
Montana
$234K – – –
WANY
1042
Wealthspire Advisors (New York)
New York
$233K -$3.86M -38,345 -94%
MYLI
1043
Meiji Yasuda Life Insurance
Japan
$233K +$19.3K +192 +9%
MSFP
1044
Mark Sheptoff Financial Planning
Connecticut
$232K – – –
SMC
1045
Smith, Moore & Co
Missouri
$231K +$22.7K +225 +11%
NAM
1046
NTV Asset Management
West Virginia
$229K – – –
AIA
1047
Avalon Investment & Advisory
Texas
$229K +$236K +2,341 New
II
1048
Inspire Investing
Idaho
$227K -$1.71M -16,940 -88%
GIM
1049
Greenwich Investment Management
Connecticut
$225K – – –
BDF
1050
Balasa Dinverno & Foltz
$224K -$93.7K -930 -29%
40 41
42
43 44