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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1101
Parkside Financial Bank & Trust
Missouri
$600K +$11.4K +75 +2%
AC
1102
Avestar Capital
New York
$599K +$65.1K +430 +12%
OWA
1103
Outlook Wealth Advisors
Texas
$597K -$9.23K -61 -2%
RC
1104
RBF Capital
California
$596K – – –
WSFS
1105
Wilmington Savings Fund Society
Delaware
$596K – – –
GM
1106
GeoWealth Management
Illinois
$596K +$10.9K +72 +2%
AMBIA
1107
Allen Mooney & Barnes Investment Advisors
Georgia
$596K -$5.6K -37 -0.9%
CC
1108
Copperleaf Capital
North Carolina
$594K +$17.6K +116 +3%
LWAM
1109
Legacy Wealth Asset Management
Minnesota
$593K -$86.9K -574 -13%
CCA
1110
Checchi Capital Advisers
California
$589K -$1.06K -7 -0.2%
BOH
1111
Bank of Hawaii
Hawaii
$585K +$594K +3,923 New
MFS
1112
Madrona Financial Services
Washington
$582K -$908 -6 -0.2%
FM
1113
Freemont Management
Switzerland
$581K -$2.95M -19,500 -83%
AIMCA
1114
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$581K -$1.27M -8,400 -68%
NC
1115
nVerses Capital
Florida
$581K +$590K +3,900 New
LI
1116
Lafayette Investments
Maryland
$577K -$30.3K -200 -5%
QWM
1117
Quadcap Wealth Management
Texas
$570K -$151 -1 -0%
AFT
1118
Alpha Family Trust
California
$567K – – –
DL
1119
DOHJ LLC
Washington
$567K +$576K +3,802 New
LWMM
1120
Legacy Wealth Management (Mississippi)
Mississippi
$566K -$35.4K -234 -6%
SAM
1121
Sompo Asset Management
Japan
$566K – – –
CIG
1122
Cascade Investment Group
Colorado
$564K -$135K -890 -19%
VIM
1123
Vista Investment Management
Pennsylvania
$559K -$27.7K -183 -5%
CIA
1124
Citadel Investment Advisory
Ohio
$557K – – –
TCM
1125
Tributary Capital Management
Nebraska
$555K -$174K -1,150 -24%
43 44
45
46 47