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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1126
Cullinan Associates
Kentucky
$551K – – –
BFM
1127
Boston Financial Management
Massachusetts
$549K – – –
FCP
1128
Fidelis Capital Partners
Florida
$548K -$42.8K -283 -7%
TIA
1129
Tiemann Investment Advisors
California
$543K -$1.51K -10 -0.3%
IAA
1130
Ironsides Asset Advisors
North Carolina
$542K -$9.08K -60 -2%
DBRC
1131
D.B. Root & Company
Pennsylvania
$541K +$549K +3,628 New
ETIA
1132
Epic Trust Investment Advisors
Washington
$539K +$54.9K +363 +11%
BCV
1133
Banque Cantonale Vaudoise
Switzerland
$534K +$226K +1,494 +72%
MC
1134
Miramar Capital
Illinois
$533K +$541K +3,575 New
HIC
1135
Holderness Investments Company
North Carolina
$531K – – –
WIA
1136
World Investment Advisors
California
$530K +$32.5K +215 +6%
CC
1137
Chicago Capital
Illinois
$529K -$2.27K -15 -0.4%
HWA
1138
Heritage Wealth Advisors
Virginia
$529K – – –
LI
1139
LVZ Inc
Michigan
$529K +$277K +1,830 +106%
FPIS
1140
Financial Planning & Information Services
Wisconsin
$529K – – –
RWM
1141
Ritholtz Wealth Management
New York
$528K +$2.88K +19 +0.5%
ZIMP
1142
Zimmermann Investment Management & Planning
Pennsylvania
$526K +$88.7K +586 +20%
MA
1143
MONECO Advisors
Connecticut
$523K +$43.7K +289 +9%
MLL
1144
Moody Lynn & Lieberson
Massachusetts
$519K – – –
MIA
1145
MMBG Investment Advisors
Florida
$514K – – –
GD
1146
Grandfield & Dodd
New York
$514K -$14.8K -98 -3%
PP
1147
Pegasus Partners
Wisconsin
$514K +$79.5K +525 +18%
CCIA
1148
Campbell & Co Investment Adviser
Maryland
$514K +$522K +3,446 New
EP
1149
EPIQ Partners
Minnesota
$510K +$2.12K +14 +0.4%
RPCONE
1150
Retirement Planning Company of New England
Rhode Island
$510K -$83.3K -550 -14%
44 45
46
47 48