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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1026
MAI Capital Management
Ohio
$320K -$16.6K -171 -5%
BFM
1027
Boston Financial Management
Massachusetts
$320K – – –
WCA
1028
Waypoint Capital Advisors
Minnesota
$320K – – –
MIA
1029
MMBG Investment Advisors
Florida
$317K -$3.77M -38,850 -92%
LWAC
1030
Laurel Wealth Advisors (California)
California
$317K -$49.8K -513 -13%
PJSIMP
1031
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K -$20.8K -214 -7%
MLL
1032
Moody Lynn & Lieberson
Massachusetts
$312K – – –
RP
1033
Riverbridge Partners
Minnesota
$310K -$1.26K -13 -0.4%
WP
1034
WMS Partners
Maryland
$308K -$57.2K -590 -15%
SFA
1035
Sequoia Financial Advisors
Ohio
$306K -$8.05K -83 -2%
CFG
1036
Cooper Financial Group
California
$305K +$10.2K +105 +3%
KFSC
1037
Keystone Financial Services (Colorado)
Colorado
$305K +$279K +2,878 New
WA
1038
Wealth Alliance
New York
$305K +$333K +3,438 New
BWG
1039
Beta Wealth Group
California
$302K +$9.7K +100 +3%
CIC
1040
Carnegie Investment Counsel
Ohio
$301K -$34.5K -356 -10%
BFG
1041
Beacon Financial Group
Texas
$299K -$22.1K -228 -7%
GIA
1042
Gateway Investment Advisers
Ohio
$298K -$2.62K -27 -0.8%
SCA
1043
Stonebridge Capital Advisors
Minnesota
$298K +$104K +1,071 +47%
CIM
1044
Contravisory Investment Management
Massachusetts
$297K +$324K +3,336 New
MAM
1045
Marotta Asset Management
Virginia
$296K – – –
FL
1046
Fort LP
Maryland
$296K -$366K -3,774 -53%
JG
1047
Jefferies Group
New York
$293K +$320K +3,295 New
AAP
1048
Arax Advisory Partners
Colorado
$292K +$139K +1,437 +78%
WTC
1049
WhitTier Trust Company
Nevada
$291K +$30.9K +319 +11%
GAA
1050
Global Assets Advisory
Florida
$291K +$309K +3,185 New
40 41
42
43 44