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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1076
Valeo Financial Advisors
Indiana
$451K +$73.6K +598 +18%
CI
1077
CX Institutional
Indiana
$451K -$6.16K -50 -1%
TPWA
1078
TRUE Private Wealth Advisors
Oregon
$450K +$64.2K +521 +15%
AMBIA
1079
Allen Mooney & Barnes Investment Advisors
Georgia
$449K – – –
CC
1080
Copperleaf Capital
North Carolina
$448K -$6.65K -54 -1%
TIA
1081
Tiemann Investment Advisors
California
$446K -$64.7K -525 -12%
CIA
1082
Citadel Investment Advisory
Ohio
$445K – – –
PA
1083
Parallel Advisors
California
$444K +$21.4K +174 +5%
WP
1084
WealthSource Partners
California
$442K +$12.6K +102 +3%
KFP
1085
KB Financial Partners
New Jersey
$439K +$2.71K +22 +0.6%
MFS
1086
Madrona Financial Services
Washington
$436K -$616 -5 -0.1%
WPC
1087
Wedmont Private Capital
Pennsylvania
$430K +$42.6K +346 +10%
AFT
1088
Alpha Family Trust
California
$430K – – –
SPI
1089
Santori & Peters Inc
Pennsylvania
$429K – – –
WA
1090
Wealth Alliance
New York
$428K +$58.4K +474 +14%
FHA
1091
Flagship Harbor Advisors
Massachusetts
$426K +$9.61K +78 +2%
RIA
1092
Realta Investment Advisors
Delaware
$425K – – –
PFBT
1093
Parkside Financial Bank & Trust
Missouri
$421K +$14.4K +117 +3%
SC
1094
Steph & Co
Wisconsin
$417K -$47.2K -383 -9%
AP
1095
AtonRa Partners
Switzerland
$413K -$73.6K -598 -14%
SP
1096
Symmetry Partners
Connecticut
$412K -$123K -1,000 -22%
EP
1097
EPIQ Partners
Minnesota
$405K – – –
HWA
1098
Heritage Wealth Advisors
Virginia
$401K -$34.2K -278 -7%
FPIS
1099
Financial Planning & Information Services
Wisconsin
$401K – – –
HAG
1100
HF Advisory Group
Maryland
$400K +$19.8K +161 +5%
42 43
44
45 46