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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1026
Foundations Investment Advisors
Arizona
$519K +$13.2K +107 +2%
CA
1027
Continuum Advisory
Idaho
$519K +$61.9K +503 +12%
IP
1028
Intellectus Partners
California
$519K +$61.3K +498 +12%
TFA
1029
Transamerica Financial Advisors
Florida
$518K -$75.9K -616 -12%
RF
1030
Rollins Financial
Georgia
$517K +$564K +4,577 New
TCM
1031
Tributary Capital Management
Nebraska
$517K -$12.3K -100 -2%
LWAM
1032
Legacy Wealth Asset Management
Minnesota
$515K +$2.09K +17 +0.4%
CCM
1033
Condor Capital Management
New Jersey
$509K +$1.23K +10 +0.2%
UM
1034
UniSuper Management
Australia
$508K +$12.3K +100 +2%
CT
1035
Caldwell Trust
Florida
$506K – – –
MM
1036
MQS Management
New York
$503K +$548K +4,450 New
CA
1037
Crumly & Associates
Illinois
$502K -$3.82K -31 -0.7%
NP
1038
NorthRock Partners
Minnesota
$502K +$43.1K +350 +9%
MAM
1039
Mystic Asset Management
Rhode Island
$496K -$50.5K -410 -9%
KWA
1040
KCS Wealth Advisory
California
$496K -$1.6K -13 -0.3%
HIG
1041
Herr Investment Group
Texas
$494K – – –
PSP
1042
Principal Street Partners
Tennessee
$489K -$275K -2,237 -34%
PM
1043
Penbrook Management
New York
$489K – – –
TCA
1044
Transcend Capital Advisors
New Jersey
$487K -$187K -1,515 -26%
HH
1045
Hilltop Holdings
Texas
$487K -$25.9K -210 -5%
RPCONE
1046
Retirement Planning Company of New England
Rhode Island
$486K -$40K -325 -7%
CNBTD
1047
Citizens National Bank Trust Department
Mississippi
$486K – – –
FNBTCON
1048
First National Bank & Trust Co of Newtown
Pennsylvania
$483K – – –
OHWP
1049
Oak Harbor Wealth Partners
North Carolina
$483K +$3.33K +27 +0.6%
EFL
1050
ERn Financial LLC
Wisconsin
$481K +$1.11K +9 +0.2%
40 41
42
43 44