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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1051
Conning Inc
Connecticut
$480K – – –
EP
1052
Edgestream Partners
New Jersey
$480K +$523K +4,250 New
BFO
1053
Boston Family Office
Massachusetts
$477K – – –
CBNLCF
1054
Cognios Beta Neutral Large Cap Fund
Kansas
$476K +$519K +4,217 New
H
1055
HoyleCohen
California
$476K +$106K +860 +26%
DC
1056
Diametric Capital
Massachusetts
$475K +$191K +1,553 +59%
OIA
1057
Optimum Investment Advisors
Illinois
$475K +$123 +1 +0%
OWA
1058
Opal Wealth Advisors
New York
$475K +$62.6K +508 +14%
JAFL
1059
Jay A. Fishman Ltd
Michigan
$472K – – –
9WM
1060
9258 Wealth Management
Ohio
$469K +$31.9K +259 +7%
APWM
1061
Argonautica Private Wealth Management
Massachusetts
$466K +$12.4K +101 +3%
FHC
1062
First Heartland Consultants
Missouri
$462K – – –
SIA
1063
SkyView Investment Advisors
New Jersey
$462K +$20.8K +169 +4%
WEG
1064
World Equity Group
Illinois
$461K -$8.87K -72 -2%
KFP
1065
KMG Fiduciary Partners
Ohio
$461K – – –
LI
1066
Lafayette Investments
Maryland
$460K – – –
AI
1067
Ariel Investments
Illinois
$456K +$52.3K +425 +12%
LWMM
1068
Legacy Wealth Management (Mississippi)
Mississippi
$456K -$21.8K -177 -4%
FNBOMD
1069
First National Bank of Mount Dora
Florida
$455K -$174K -1,413 -26%
IAA
1070
Ironsides Asset Advisors
North Carolina
$455K – – –
FM
1071
Foster & Motley
Ohio
$452K +$9.36K +76 +2%
RC
1072
RBF Capital
California
$452K – – –
VCP
1073
Vista Capital Partners
Oregon
$452K – – –
WSFS
1074
Wilmington Savings Fund Society
Delaware
$452K – – –
CCA
1075
Checchi Capital Advisers
California
$451K -$75K -609 -13%
41 42
43
44 45