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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1051
GC Wealth Management RIA
Massachusetts
$737K +$520K +3,631 +174%
SWM
1052
Spire Wealth Management
Virginia
$733K -$2.47M -17,229 -75%
SFP
1053
Shepherd Financial Partners
Massachusetts
$729K – – –
IRP
1054
Investment Research Partners
Pennsylvania
$727K +$1.48M +10,295 New
BCM
1055
Bridgeway Capital Management
Texas
$721K – – –
FRA
1056
Frank Rimerman Advisors
California
$719K -$54.3K -379 -6%
WPC
1057
Wedmont Private Capital
Pennsylvania
$714K -$117K -815 -13%
KF
1058
Krilogy Financial
Missouri
$706K +$1.58M +11,038 New
SAM
1059
Sompo Asset Management
Japan
$705K – – –
SP
1060
Stonebrook Private
Michigan
$702K -$73.8K -515 -9%
CA
1061
Crumly & Associates
Illinois
$702K +$94K +656 +14%
MWM
1062
Modera Wealth Management
New Jersey
$698K +$2.15K +15 +0.3%
BAAM
1063
Baker Avenue Asset Management
California
$698K +$40.8K +285 +6%
PCM
1064
Parsons Capital Management
Rhode Island
$698K -$3.58K -25 -0.5%
UAML
1065
US Asset Management LLC
Pennsylvania
$697K – – –
ITFISA
1066
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$696K – – –
CT
1067
Chicago Trust
Illinois
$695K -$81.7K -570 -10%
HAG
1068
HF Advisory Group
Maryland
$694K +$227K +1,585 +42%
IA
1069
Invested Advisors
Pennsylvania
$687K +$479K +3,346 New
CI
1070
Cigna Investments
Connecticut
$686K -$14K -98 -2%
HWAM
1071
Hennion & Walsh Asset Management
New Jersey
$686K -$166K -1,157 -18%
CIC
1072
Chilton Investment Company
Connecticut
$679K -$578K -4,036 -43%
PA
1073
PFG Advisors
Arizona
$679K -$428K -2,988 -36%
LCM
1074
LVM Capital Management
Michigan
$677K – – –
NAM
1075
Nexpoint Asset Management
Texas
$677K +$752K +5,250 New
41 42
43
44 45