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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1676
Fort Sheridan Advisors
Illinois
$200K +$199K +975 New
MFWP
1677
Mosaic Family Wealth Partners
Missouri
$200K +$199K +974 New
EPW
1678
Evergreen Private Wealth
Colorado
$196K -$204 -1 -0.1%
WTA
1679
Washington Trust Advisors
Massachusetts
$196K +$144K +704 +284%
GIA
1680
GHP Investment Advisors
Colorado
$188K -$3.47K -17 -2%
OA
1681
Operose Advisors
Wisconsin
$188K – – –
RTC
1682
Riverview Trust Company
Washington
$183K – – –
SS
1683
SBI Securities
Japan
$181K +$179K +879 New
TLA
1684
Tanglewood Legacy Advisors
Texas
$179K – – –
HWM
1685
Hemington Wealth Management
Virginia
$177K +$10.2K +50 +6%
EWM
1686
Evermay Wealth Management
Virginia
$176K – – –
CWM
1687
Crowley Wealth Management
Delaware
$172K +$171K +836 New
MFG
1688
Menard Financial Group
Texas
$168K +$167K +818 New
PMFA
1689
Plante Moran Financial Advisors
Michigan
$167K +$7.35K +36 +5%
LI
1690
LRI Investments
Florida
$167K -$16.7K -82 -0.4%
HFS
1691
Hopwood Financial Services
Virginia
$164K +$163K +800 New
RBC
1692
Roble Belko & Company
Pennsylvania
$164K – – –
PFG
1693
Putney Financial Group
California
$164K +$163K +798 New
AIM
1694
Arcadia Investment Management
Michigan
$160K – – –
C
1695
Covestor
United Kingdom
$157K -$14.1K -69 -8%
LWANC
1696
Laurel Wealth Advisors (North Carolina)
North Carolina
$150K -$10.2K -50 -6%
WAM
1697
WFA Asset Management
Wisconsin
$146K – – –
T
1698
TOBAM
France
$146K -$45.3K -222 -24%
BONH
1699
Bank of New Hampshire
New Hampshire
$146K – – –
RS
1700
R Squared
Hong Kong
$146K +$145K +710 New
66 67
68
69 70