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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
1076
WFA of San Diego
California
$200K +$206K +2,050 New
OWP
1077
Obermeyer Wealth Partners
Colorado
$200K +$207K +2,052 New
SSB
1078
Sandy Spring Bank
Maryland
$197K -$116K -1,150 -36%
PWP
1079
Principle Wealth Partners
Connecticut
$195K +$201K +2,000 New
SOAMC
1080
Spirit of America Management Corp
New York
$190K – – –
CFB
1081
Cullen/Frost Bankers
Texas
$187K -$76.4K -759 -28%
SCA
1082
Stonebridge Capital Advisors
Minnesota
$187K – – –
RWA
1083
Ropes Wealth Advisors
Massachusetts
$182K -$21.1K -210 -10%
IA
1084
IFP Advisors
Florida
$167K -$86.4K -858 -33%
PMFA
1085
Plante Moran Financial Advisors
Michigan
$167K -$3.73K -37 -2%
CA
1086
Clearstead Advisors
Ohio
$166K -$4.23K -42 -2%
HFM
1087
Harvest Fund Management
China
$152K -$261K -2,595 -63%
PFGIA
1088
Patriot Financial Group Insurance Agency
Massachusetts
$150K -$15.1K -150 -9%
BAM
1089
Bellevue Asset Management
Washington
$150K – – –
AIM
1090
AIA Investment Management
Singapore
$148K -$48.2K -479 -24%
AP
1091
Atwood & Palmer
Missouri
$148K – – –
NIT
1092
NumerixS Investment Technologies
British Columbia, Canada
$148K +$153K +1,515 New
IFAM
1093
Institutional & Family Asset Management
Colorado
$144K – – –
MDCM
1094
Morgan Dempsey Capital Management
Wisconsin
$143K -$28.7K -285 -16%
TPWA
1095
TRUE Private Wealth Advisors
Oregon
$142K – – –
SWA
1096
Sutton Wealth Advisors
Florida
$140K -$6.04K -60 -4%
QCG
1097
Quadrant Capital Group
Ohio
$137K -$324K -3,221 -70%
SBL
1098
Sargent Bickham Lagudis
Colorado
$137K – – –
TCOV
1099
Trust Company of Vermont
Vermont
$134K -$171K -1,700 -55%
SIC
1100
Salem Investment Counselors
North Carolina
$130K – – –
42 43
44
45 46