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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
1026
MBM Wealth Consultants
Missouri
$364K +$375K +3,356 New
FC
1027
Forte Capital
New York
$358K -$24K -215 -6%
EI
1028
Ellevest Inc
New York
$358K +$98.7K +883 +36%
EP
1029
EPIQ Partners
Minnesota
$356K – – –
GTCM
1030
Gyon Technologies Capital Management
New Jersey
$356K +$367K +3,284 New
AIM
1031
Axiom Investment Management
New York
$354K +$363K +3,251 New
PAS
1032
Park Avenue Securities
New York
$353K -$297K -2,660 -45%
SSB
1033
Sandy Spring Bank
Maryland
$349K – – –
EFS
1034
Essex Financial Services
Connecticut
$349K +$22.6K +202 +7%
EN1L
1035
Engine No 1 LLC
California
$349K +$146K +1,308 +69%
GRP
1036
Global Retirement Partners
California
$348K +$5.03K +45 +1%
MAM
1037
Marotta Asset Management
Virginia
$347K – – –
AMM
1038
American Money Management
California
$347K +$358K +3,200 New
PTC
1039
Provident Trust Company
Wisconsin
$345K – – –
WGAM
1040
Wilkinson Global Asset Management
New York
$344K -$19.6M -175,874 -98%
EFL
1041
ERn Financial LLC
Wisconsin
$341K +$351K +3,146 New
SFA
1042
Semmax Financial Advisors
North Carolina
$338K -$35.6K -319 -9%
EWM
1043
Endurance Wealth Management
Rhode Island
$337K – – –
FNFDCM
1044
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$335K – – –
CC
1045
Copperleaf Capital
North Carolina
$335K +$11.7K +105 +4%
QCM
1046
Quest Capital Management
Texas
$333K +$1.01K +9 +0.3%
AA
1047
Addison Advisors
Vermont
$332K – – –
BCA
1048
Berman Capital Advisors
Georgia
$332K +$95.5K +855 +39%
KPWS
1049
Kestra Private Wealth Services
Texas
$331K +$30.1K +269 +10%
HFG
1050
Heron Financial Group
New York
$325K – – –
40 41
42
43 44