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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1026
Steph & Co
Wisconsin
$353K +$11.6K +114 +3%
SAM
1027
Silphium Asset Management
United Kingdom
$351K +$102K +1,000 +36%
CFG
1028
Cooper Financial Group
California
$350K +$31.6K +310 +9%
EI
1029
Ellevest Inc
New York
$347K +$67.4K +661 +22%
WA
1030
Wealth Alliance
New York
$344K +$24.3K +238 +7%
LRWA
1031
Long Run Wealth Advisors
New York
$343K +$374K +3,667 New
BFPW
1032
BOK Financial Private Wealth
Colorado
$341K +$371K +3,640 New
FPIS
1033
Financial Planning & Information Services
Wisconsin
$340K – – –
ACM
1034
Advisors Capital Management
New Jersey
$338K +$344K +3,377 New
SFA
1035
Semmax Financial Advisors
North Carolina
$336K -$20K -196 -5%
YIA
1036
YHB Investment Advisors
Connecticut
$336K -$6.11K -60 -2%
BA
1037
Bellwether Advisors
Nebraska
$334K +$363K +3,559 +16,948%
MIA
1038
MMBG Investment Advisors
Florida
$333K – – –
LWAC
1039
Laurel Wealth Advisors (California)
California
$331K -$2.34K -23 -0.6%
KFSC
1040
Keystone Financial Services (Colorado)
Colorado
$327K +$43.3K +425 +15%
MLL
1041
Moody Lynn & Lieberson
Massachusetts
$326K -$3.06K -30 -0.9%
GD
1042
Grandfield & Dodd
New York
$320K -$11.7K -115 -3%
CIC
1043
Carnegie Investment Counsel
Ohio
$319K +$1.73K +17 +0.5%
BFM
1044
Boston Financial Management
Massachusetts
$318K -$20.4K -200 -6%
PCA
1045
Personal Capital Advisors
California
$318K +$57.7K +566 +20%
MGIA
1046
Moneta Group Investment Advisors
Missouri
$316K -$63.6K -624 -16%
WP
1047
WMS Partners
Maryland
$316K -$7.85K -77 -2%
NGA
1048
Naples Global Advisors
Florida
$316K +$344K +3,377 New
PP
1049
Pegasus Partners
Wisconsin
$315K +$23.7K +233 +7%
OMC
1050
Old Mission Capital
Illinois
$314K +$342K +3,357 New
40 41
42
43 44