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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1201
CX Institutional
Indiana
$114K +$5K +43 +4%
AF
1202
Allworth Financial
California
$108K -$725K -6,235 -86%
CLOS
1203
Compagnie Lombard Odier SCmA
Switzerland
$107K -$314K -2,700 -73%
FGAM
1204
Financial Gravity Asset Management
Texas
$107K -$116 -1 Closed
AP
1205
Atwood & Palmer
Missouri
$107K – – –
KPCM
1206
Kings Point Capital Management
New York
$107K – – –
SAI
1207
Systematic Alpha Investments
New Jersey
$107K +$112K +960 New
OIA
1208
Optimum Investment Advisors
Illinois
$102K – – –
WP
1209
WealthShield Partners
North Carolina
$101K -$60.6K -521 -36%
EBA
1210
Eagle Bay Advisors
New York
$96K +$102K +878 New
CFA
1211
Carroll Financial Associates
North Carolina
$93K -$2.67K -23 -3%
FFA
1212
Freedman Financial Associates
Massachusetts
$92K – – –
IP
1213
Isthmus Partners
Wisconsin
$92K +$99.7K +858 New
NSB
1214
Norway Savings Bank
Maine
$89K +$14.9K +128 +18%
LWANC
1215
Laurel Wealth Advisors (North Carolina)
North Carolina
$87K – – –
LC
1216
Lindbrook Capital
California
$87K +$465 +4 +0.5%
WBC
1217
West Branch Capital
Massachusetts
$87K +$94.2K +810 New
BCFD
1218
Boit C.F. David
$86K +$93K +800 New
HWA
1219
Heritage Wealth Advisors
Virginia
$85.5K – – –
PSB
1220
Piscataqua Savings Bank
New Hampshire
$84K – – –
EAM
1221
Exos Asset Management
New York
$82K +$89.4K +769 New
JIR
1222
James Investment Research
Ohio
$81K -$59.1K -508 -40%
FMT
1223
First Mercantile Trust
Tennessee
$77K – – –
TAIM
1224
TD Ameritrade Investment Management
Nebraska
$77K +$84.1K +723 New
SIM
1225
Sonora Investment Management
Arizona
$76K +$53.7K +462 +188%
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