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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1101
Tiemann Investment Advisors
California
$584K +$23.3K +160 +5%
FHA
1102
Flagship Harbor Advisors
Massachusetts
$576K -$18.9K -130 -3%
AC
1103
Avestar Capital
New York
$574K +$139K +954 +36%
CAAS
1104
Capital Asset Advisory Services
Michigan
$570K -$148K -1,016 -22%
CC
1105
Chicago Capital
Illinois
$570K +$10.2K +70 +2%
HIC
1106
Holderness Investments Company
North Carolina
$570K +$9.47K +65 +2%
HWA
1107
Heritage Wealth Advisors
Virginia
$567K – – –
SLI
1108
Sumitomo Life Insurance
Japan
$567K +$517K +3,550 New
JAFL
1109
Jay A. Fishman Ltd
Michigan
$567K -$72.8K -500 -12%
FPIS
1110
Financial Planning & Information Services
Wisconsin
$567K – – –
GD
1111
Grandfield & Dodd
New York
$566K – – –
EWA
1112
EverSource Wealth Advisors
Alabama
$563K +$94.4K +648 +21%
RWM
1113
Ritholtz Wealth Management
New York
$563K +$45.1K +310 +10%
SAG
1114
SageView Advisory Group
California
$563K +$1.83M +12,548 +618%
FPAS
1115
Focus Partners Advisor Solutions
Missouri
$563K +$188K +1,293 +58%
SQA
1116
Simon Quick Advisors
New Jersey
$560K +$510K +3,505 New
MLL
1117
Moody Lynn & Lieberson
Massachusetts
$556K – – –
AF
1118
Allworth Financial
California
$552K +$36.7K +252 +8%
MIA
1119
MMBG Investment Advisors
Florida
$551K – – –
GA
1120
Geller Advisors
New York
$550K +$11.5K +79 +2%
WPW
1121
Waldron Private Wealth
Pennsylvania
$545K +$4.51K +31 +0.9%
EP
1122
EPIQ Partners
Minnesota
$545K -$26.1K -179 -5%
SP
1123
Symmetry Partners
Connecticut
$541K – – –
CPC
1124
Cookson Peirce & Co
Pennsylvania
$537K -$3.35K -23 -0.7%
LNC
1125
Lincoln National Corp
Pennsylvania
$537K +$159K +1,095 +48%
43 44
45
46 47