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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
1201
WFA of San Diego
California
$117K – – –
JFA
1202
JNBA Financial Advisors
Minnesota
$116K -$30.2K -292 -21%
NFG
1203
Next Financial Group
Texas
$115K +$13.1K +127 +13%
GTAM
1204
Global Trust Asset Management
Florida
$113K – – –
OIA
1205
Optimum Investment Advisors
Illinois
$112K -$31K -300 -22%
CAM
1206
CenterStar Asset Management
Illinois
$110K – – –
TAIM
1207
TD Ameritrade Investment Management
Nebraska
$109K +$108K +1,047 New
KC
1208
Kenfarb & Co
Kentucky
$109K +$109K +1,050 New
WAM
1209
WFA Asset Management
Wisconsin
$109K +$109K +1,050 New
AP
1210
Atwood & Palmer
Missouri
$104K – – –
KPCM
1211
Kings Point Capital Management
New York
$104K – – –
QC
1212
Quent Capital
New York
$102K +$101K +980 New
LC
1213
Lindbrook Capital
California
$99K +$11.5K +111 +13%
CFA
1214
Carroll Financial Associates
North Carolina
$91K -$2.58K -25 -3%
FFA
1215
Freedman Financial Associates
Massachusetts
$90K – – –
CWS
1216
Confluence Wealth Services
Pennsylvania
$90K +$90.1K +871 New
NSB
1217
Norway Savings Bank
Maine
$86K – – –
LWANC
1218
Laurel Wealth Advisors (North Carolina)
North Carolina
$85K – – –
HWA
1219
Heritage Wealth Advisors
Virginia
$83K – – –
PSB
1220
Piscataqua Savings Bank
New Hampshire
$82K – – –
AWA
1221
Aquire Wealth Advisors
Utah
$82K +$81.7K +790 New
WBC
1222
West Branch Capital
Massachusetts
$80K – – –
FPWM
1223
FSB Premier Wealth Management
Iowa
$79K +$78.8K +762 New
CC
1224
Corsicana & Co
Texas
$78K – – –
AIM
1225
AHL Investment Management
Florida
$71K +$70.4K +681 New
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49
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