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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
601
Morningstar Investment Management
Illinois
$824K +$93.1K +1,505 +11%
RPCONE
602
Retirement Planning Company of New England
Rhode Island
$820K +$429K +6,938 +90%
SC
603
Syon Capital
California
$818K +$26.2K +424 +3%
SAM
604
Securian Asset Management
Minnesota
$810K -$6.19K -100 -0.7%
BBA
605
Baader Bank Aktiengesellschaft
Germany
$809K +$428K +6,921 +91%
SW
606
SteelPeak Wealth
California
$807K +$895K +14,464 New
BFG
607
Berger Financial Group
Minnesota
$797K -$157K -2,536 -15%
AEPWM
608
Atlantic Edge Private Wealth Management
Florida
$796K -$50.7K -820 -5%
KRSITF
609
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$794K – – –
JSSH
610
J. Safra Sarasin Holding
$791K +$14.1K +228 +2%
LOAMS
611
Lombard Odier Asset Management (Switzerland)
Switzerland
$769K -$91.2K -1,474 -10%
PS
612
Principal Securities
Iowa
$767K +$182K +2,947 +27%
IIA
613
Integral Investment Advisors
California
$761K -$846K -13,666 -50%
VSQM
614
V-Square Quantitative Management
Illinois
$751K -$10.5K -170 -1%
CPBTD
615
Central Pacific Bank - Trust Division
Hawaii
$749K +$6.19K +100 +0.8%
FFN
616
Focus Financial Network
Minnesota
$747K +$20K +323 +2%
MAM
617
Mystic Asset Management
Rhode Island
$746K +$354K +5,725 +75%
HR
618
Hardy Reed
Mississippi
$741K – – –
USCWA
619
U.S. Capital Wealth Advisors
Texas
$741K +$244K +3,937 +42%
WA
620
Waverly Advisors
Alabama
$738K +$83.2K +1,344 +11%
WSFS
621
Wilmington Savings Fund Society
Delaware
$737K -$363K -5,860 -31%
RSWM
622
Robertson Stephens Wealth Management
California
$733K -$30.9K -500 -4%
GVAG
623
Great Valley Advisor Group
Delaware
$730K -$35.6K -575 -4%
JGUA
624
John G. Ullman & Associates
New York
$730K +$349K +5,633 +76%
CF
625
Cantor Fitzgerald
New York
$725K +$804K +13,000 New
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