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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
726
Raymond James Trust
Florida
$227K -$1.96K -27 -0.9%
OPA
727
Old Port Advisors
Maine
$226K +$222K +3,057 New
BFO
728
Biltmore Family Office
North Carolina
$222K -$218K -3,000 -50%
FFBTD
729
First Financial Bank - Trust Division
Ohio
$222K -$30.9K -425 -12%
TAM
730
Tocqueville Asset Management
New York
$222K – – –
FNFDCM
731
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$222K +$218K +3,000 New
MIH
732
Meitav Investment House
Israel
$215K +$211K +2,910 New
JA
733
JLB & Associates
Michigan
$214K – – –
JWM
734
JGP Wealth Management
Oregon
$214K +$209K +2,884 New
LC
735
LCNB Corp
Ohio
$211K -$76.2K -1,050 -27%
CT
736
Coastline Trust
Rhode Island
$209K – – –
FHC
737
First Heartland Consultants
Missouri
$208K +$204K +2,812 New
1IA
738
1834 Investment Advisors
Wisconsin
$207K – – –
HIC
739
Holderness Investments Company
North Carolina
$207K +$203K +2,800 New
FNT
740
First National Trust
Pennsylvania
$205K -$55.9K -770 -22%
ONB
741
Old National Bancorp
Indiana
$205K +$201K +2,766 New
WJA
742
Williams Jones & Associates
New York
$204K -$25.3K -348 -11%
BHWM
743
Bar Harbor Wealth Management
New Hampshire
$202K -$44.4K -612 -18%
PP
744
Palladium Partners
Virginia
$202K +$198K +2,730 New
MWM
745
Mission Wealth Management
California
$200K +$196K +2,696 New
EDRH
746
Edmond de Rothschild Holding
Switzerland
$198K -$12.2K -168 -6%
FIB
747
First Interstate Bank
Montana
$198K -$3.27K -45 -2%
WTC
748
WhitTier Trust Company
Nevada
$184K – – –
MSFP
749
Mark Sheptoff Financial Planning
Connecticut
$176K – – –
BFEC
750
Benjamin F. Edwards & Company
Missouri
$174K +$10.9K +150 +7%
28 29
30
31 32