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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
1026
Moody Lynn & Lieberson
Massachusetts
$312K – – –
RP
1027
Riverbridge Partners
Minnesota
$310K -$1.26K -13 -0.4%
WP
1028
WMS Partners
Maryland
$308K -$57.2K -590 -15%
SFA
1029
Sequoia Financial Advisors
Ohio
$306K -$8.05K -83 -2%
CFG
1030
Cooper Financial Group
California
$305K +$10.2K +105 +3%
KFSC
1031
Keystone Financial Services (Colorado)
Colorado
$305K +$279K +2,878 New
WA
1032
Wealth Alliance
New York
$305K +$333K +3,438 New
BWG
1033
Beta Wealth Group
California
$302K +$9.7K +100 +3%
CIC
1034
Carnegie Investment Counsel
Ohio
$301K -$34.5K -356 -10%
BFG
1035
Beacon Financial Group
Texas
$299K -$22.1K -228 -7%
GIA
1036
Gateway Investment Advisers
Ohio
$298K -$2.62K -27 -0.8%
SCA
1037
Stonebridge Capital Advisors
Minnesota
$298K +$104K +1,071 +47%
CIM
1038
Contravisory Investment Management
Massachusetts
$297K +$324K +3,336 New
MAM
1039
Marotta Asset Management
Virginia
$296K – – –
FL
1040
Fort LP
Maryland
$296K -$366K -3,774 -53%
JG
1041
Jefferies Group
New York
$293K +$320K +3,295 New
AAP
1042
Arax Advisory Partners
Colorado
$292K +$139K +1,437 +78%
WTC
1043
WhitTier Trust Company
Nevada
$291K +$30.9K +319 +11%
GAA
1044
Global Assets Advisory
Florida
$291K +$309K +3,185 New
SS
1045
Simplicity Solutions
Minnesota
$289K +$48.4K +499 +18%
ETC
1046
Exchange Traded Concepts
Oklahoma
$288K -$114K -1,178 -27%
IGWM
1047
ICA Group Wealth Management
Colorado
$286K – – –
PTC
1048
Provident Trust Company
Wisconsin
$283K – – –
MM
1049
MQS Management
New York
$282K +$307K +3,166 New
FC
1050
Forte Capital
New York
$281K -$2.42K -25 -0.8%
40 41
42
43 44