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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
1026
Integrated Advisors Network
Texas
$326K +$48.4K +449 +19%
FCI
1027
Financial Counselors Inc
Kansas
$326K +$308K +2,861 New
JWM
1028
JGP Wealth Management
Oregon
$324K – – –
SWM
1029
SeaCrest Wealth Management
New York
$324K +$2.69K +25 +0.9%
BWM
1030
Baystate Wealth Management
Massachusetts
$323K -$21.6K -200 -7%
GLA
1031
Great Lakes Advisors
Illinois
$320K -$30.9K -287 -9%
IIM
1032
Ipswich Investment Management
Massachusetts
$320K – – –
PP
1033
Palladium Partners
Virginia
$319K – – –
MA
1034
MONECO Advisors
Connecticut
$319K +$5.93K +55 +2%
CFS
1035
CRA Financial Services
New Jersey
$318K – – –
PSP
1036
Principal Street Partners
Tennessee
$317K +$323 +3 +0.1%
CWM
1037
Circle Wealth Management
New Jersey
$317K +$300K +2,785 New
KA
1038
Kovack Advisors
Florida
$315K -$30K -278 -9%
PCA
1039
Personal Capital Advisors
California
$314K -$3.66K -34 -1%
WTC
1040
WhitTier Trust Company
Nevada
$313K – – –
KPW
1041
Kore Private Wealth
New York
$312K +$295K +2,741 New
AWA
1042
Arete Wealth Advisors
Illinois
$311K +$296K +2,743 New
H
1043
HoyleCohen
California
$310K – – –
ACP
1044
Arcus Capital Partners
Georgia
$308K +$292K +2,708 New
CCM
1045
Carlson Capital Management
Minnesota
$306K -$9.81K -91 -3%
OPS
1046
Orion Portfolio Solutions
Nebraska
$301K +$60.8K +564 +27%
AAS
1047
Avantax Advisory Services
Texas
$300K -$276K -2,562 -49%
Financial Engines Advisors
1048
Financial Engines Advisors
California
$297K -$9.7K -90 -3%
VIM
1049
Vista Investment Management
Pennsylvania
$297K +$41.7K +387 +17%
MHC
1050
Meyer Handelman Company
New York
$296K – – –