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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1101
EP Wealth Advisors
California
$265K +$4.36K +39 +2%
PCM
1102
Penserra Capital Management
California
$265K +$22.9K +205 +9%
AWA
1103
Arete Wealth Advisors
Illinois
$264K -$6.14K -55 -2%
BDF
1104
Balasa Dinverno & Foltz
$264K -$5.03K -45 -2%
IAMOG
1105
Investors Asset Management of Georgia
Georgia
$264K +$272K +2,433 New
WA
1106
WBH Advisory
Maryland
$263K – – –
TPCW
1107
TD Private Client Wealth
New York
$263K +$4.92K +44 +2%
EWM
1108
Evermay Wealth Management
Virginia
$262K -$199K -1,782 -42%
MGIM
1109
M&G Investment Management
United Kingdom
$261K +$21.6K +193 +9%
DP
1110
Dearborn Partners
Illinois
$260K – – –
PCP
1111
Proficio Capital Partners
Massachusetts
$259K -$3.91K -35 -1%
MSFP
1112
Mark Sheptoff Financial Planning
Connecticut
$258K – – –
BPWM
1113
Badgley Phelps Wealth Managers
Washington
$258K +$265K +2,376 New
WP
1114
WealthPLAN Partners
Nebraska
$257K +$4.13K +37 +2%
CT
1115
Columbia Trust
Oregon
$254K +$31.5K +282 +14%
KPW
1116
Kore Private Wealth
New York
$252K +$259K +2,321 New
PHK
1117
Point72 Hong Kong
Hong Kong
$250K -$1.29M -11,506 -83%
BFA
1118
Beaumont Financial Advisors
Massachusetts
$250K -$670 -6 -0.3%
PGAM
1119
Princeton Global Asset Management
New Jersey
$250K – – –
CPIG
1120
Chicago Partners Investment Group
Illinois
$250K +$2.23K +20 +0.8%
MSR
1121
Main Street Research
Connecticut
$248K -$13.2K -118 -5%
QP
1122
Quilter Plc
United Kingdom
$247K -$15.6K -140 -6%
BFEC
1123
Benjamin F. Edwards & Company
Missouri
$247K +$133K +1,192 +110%
FWM
1124
Frontier Wealth Management
Missouri
$242K – – –
FWM
1125
Fairhaven Wealth Management
Illinois
$241K – – –
43 44
45
46 47