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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1101
EverSource Wealth Advisors
Alabama
$959K +$112K +513 +13%
SCM
1102
SCS Capital Management
Massachusetts
$958K +$950K +4,340 New
RGC
1103
Roberts, Glore & Co
Illinois
$954K -$57.8K -264 -6%
OC
1104
Oppenheimer & Co
New York
$954K +$54.5K +249 +6%
CHAM
1105
Clear Harbor Asset Management
Connecticut
$952K +$266K +1,215 +39%
KWA
1106
Kingswood Wealth Advisors
California
$952K -$309K -1,413 -25%
RB
1107
Renasant Bank
Mississippi
$951K -$78.6K -359 -8%
FNBTCON
1108
First National Bank & Trust Co of Newtown
Pennsylvania
$945K – – –
CIC
1109
Carnegie Investment Counsel
Ohio
$944K +$172K +785 +20%
CT
1110
Caldwell Trust
Florida
$943K +$13.6K +62 +1%
LP
1111
LMR Partners
United Kingdom
$942K – – –
FCM
1112
Fieldview Capital Management
Michigan
$937K +$929K +4,243 New
PWP
1113
Prasad Wealth Partners
Ohio
$934K -$23.6K -108 -2%
HWA
1114
HMV Wealth Advisors
Louisiana
$934K – – –
DJSG
1115
D.J. St. Germain
Massachusetts
$933K -$18.4K -84 -2%
SCA
1116
Stonebridge Capital Advisors
Minnesota
$932K +$1.97K +9 +0.2%
IAS
1117
Insigneo Advisory Services
Florida
$925K +$169K +772 +23%
CWA
1118
Crux Wealth Advisors
California
$923K -$194K -886 -17%
AC
1119
Avestar Capital
New York
$921K -$73.3K -335 -7%
CWM
1120
Chesapeake Wealth Management
Virginia
$920K -$109K -496 -11%
NWAG
1121
Net Worth Advisory Group
Utah
$917K -$2.63K -12 -0.3%
CP
1122
Clarendon Private
Massachusetts
$915K +$169K +774 +23%
AIC
1123
Aurora Investment Counsel
Georgia
$913K -$21K -96 -2%
PFBT
1124
Parkside Financial Bank & Trust
Missouri
$912K +$13.8K +63 +2%
AWM
1125
AE Wealth Management
Kansas
$909K -$506K -2,313 -36%
43 44
45
46 47