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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1401
Callan Capital
California
$293K +$269K +1,629 New
AWA
1402
Arete Wealth Advisors
Illinois
$291K -$178K -1,079 -40%
HC
1403
Hourglass Capital
Texas
$291K – – –
2L
1404
25 LLC
Missouri
$290K +$1.49K +9 +0.6%
ODG
1405
O'Dell Group
Ohio
$289K – – –
SFS
1406
Security Financial Services
Indiana
$288K -$33.2K -201 -11%
VCM
1407
Vision Capital Management
Oregon
$288K – – –
ATFA
1408
All Terrain Financial Advisors
Minnesota
$287K – – –
AA
1409
Alta Advisers
United Kingdom
$287K – – –
ML
1410
McAdam LLC
Pennsylvania
$286K +$7.26K +44 +3%
GLA
1411
Good Life Advisors
Pennsylvania
$286K +$263K +1,592 New
PCP
1412
Proficio Capital Partners
Massachusetts
$285K -$98.8K -599 -27%
GJWM
1413
Gilliland Jeter Wealth Management
Arkansas
$282K – – –
NEWAS
1414
N.E.W. Advisory Services
Wisconsin
$281K – – –
DBG
1415
De Burlo Group
Massachusetts
$281K – – –
MS
1416
Maven Securities
Jersey
$280K +$257K +1,561 New
IP
1417
Isthmus Partners
Wisconsin
$280K – – –
RT
1418
Rockland Trust
Massachusetts
$279K -$19.3K -117 -7%
SEIA
1419
Signature Estate & Investment Advisors
California
$277K +$5.11K +31 +2%
PSC
1420
Portman Square Capital
United Kingdom
$277K -$771K -4,672 -75%
BAM
1421
Bellevue Asset Management
Washington
$277K – – –
TPWA
1422
TRUE Private Wealth Advisors
Oregon
$275K -$568K -3,446 -69%
BFAG
1423
Blackston Financial Advisory Group
Florida
$274K -$2.64K -16 -1%
PWA
1424
Physician Wealth Advisors
Utah
$274K -$20.5K -124 -8%
IAMOG
1425
Investors Asset Management of Georgia
Georgia
$273K +$251K +1,522 New
55 56
57
58 59