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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1051
Wunderlich Capital Managemnt
Tennessee
$281K +$306K +3,154 New
FFA
1052
Fragasso Financial Advisors
Pennsylvania
$281K +$307K +3,162 New
BFEC
1053
Benjamin F. Edwards & Company
Missouri
$280K +$12.8K +132 +4%
TPWA
1054
TRUE Private Wealth Advisors
Oregon
$279K -$50.9K -525 -14%
PP
1055
Pegasus Partners
Wisconsin
$279K -$25.5K -263 -8%
JWM
1056
JGP Wealth Management
Oregon
$278K +$3.3K +34 +1%
EWM
1057
Endurance Wealth Management
Rhode Island
$276K – – –
EVM
1058
Evelyn V. Moreno
$276K +$301K +3,107 New
FNFDCM
1059
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$275K – – –
SFG
1060
Steward Financial Group
Texas
$275K +$23.3K +240 +8%
EFS
1061
Essex Financial Services
Connecticut
$274K -$17.3K -178 -5%
PCM
1062
Penserra Capital Management
California
$271K -$7.27K -75 -2%
SEC
1063
Seven Eight Capital
New York
$271K -$6.69K -69 -2%
CNC
1064
Canandaigua National Corp
New York
$271K -$3.98K -41 -1%
EI
1065
Ellevest Inc
New York
$271K -$3.1K -32 -1%
NW
1066
NewEdge Wealth
Pennsylvania
$270K +$294K +3,031 New
CAMG
1067
CWA Asset Management Group
Florida
$268K +$292K +3,010 New
CCG
1068
Ceeto Capital Group
Florida
$267K – – –
GIA
1069
Gladstone Institutional Advisory
Florida
$266K -$14.5K -149 -5%
BDF
1070
Balasa Dinverno & Foltz
$262K +$49.8K +513 +21%
MA
1071
MONECO Advisors
Connecticut
$259K +$19.6K +202 +7%
TA
1072
Townsend & Associates
Colorado
$258K +$3.98K +41 +1%
SSB
1073
Sandy Spring Bank
Maryland
$257K -$21.3K -220 -7%
ISL
1074
Ingalls & Snyder LLC
New York
$255K – – –
EP
1075
Edgestream Partners
New Jersey
$255K +$277K +2,861 New
41 42
43
44 45