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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1076
Wealth Alliance
New York
$637K -$141K -965 -19%
RPCONE
1077
Retirement Planning Company of New England
Rhode Island
$634K -$15.3K -105 -3%
CCA
1078
Checchi Capital Advisers
California
$633K -$6.12K -42 -1%
ACM
1079
Advisors Capital Management
New Jersey
$632K +$172K +1,182 +43%
PFBT
1080
Parkside Financial Bank & Trust
Missouri
$631K +$41.7K +286 +8%
VIM
1081
Vista Investment Management
Pennsylvania
$629K -$58.8K -404 -9%
GM
1082
GeoWealth Management
Illinois
$627K +$297K +2,036 +108%
MFS
1083
Madrona Financial Services
Washington
$625K +$7.72K +53 +1%
SIA
1084
Strategic Investment Advisors
Michigan
$623K -$234K -1,610 -29%
ACM
1085
Allred Capital Management
Texas
$620K +$216K +1,480 +62%
AMBIA
1086
Allen Mooney & Barnes Investment Advisors
Georgia
$620K – – –
CC
1087
Copperleaf Capital
North Carolina
$619K +$17.9K +123 +3%
HAG
1088
HF Advisory Group
Maryland
$615K +$8.3K +57 +2%
QWM
1089
Quadcap Wealth Management
Texas
$611K +$19.5K +134 +4%
AFT
1090
Alpha Family Trust
California
$608K – – –
SAM
1091
Sompo Asset Management
Japan
$607K -$529K -3,630 -49%
LP
1092
LMR Partners
United Kingdom
$607K +$553K +3,799 New
FCP
1093
Fidelis Capital Partners
Florida
$606K +$72.2K +496 +15%
CIA
1094
Citadel Investment Advisory
Ohio
$598K – – –
ARC
1095
Advisor Resource Council
Texas
$593K -$1.42M -9,763 -69%
CA
1096
Cullinan Associates
Kentucky
$591K -$5.42M -37,183 -91%
BAAM
1097
Baker Avenue Asset Management
California
$591K -$425K -2,917 -44%
MYLI
1098
Meiji Yasuda Life Insurance
Japan
$591K -$93.2K -640 -15%
IAA
1099
Ironsides Asset Advisors
North Carolina
$591K +$56.1K +385 +12%
BFM
1100
Boston Financial Management
Massachusetts
$588K +$53K +364 +11%
42 43
44
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