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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
726
Biltmore Family Office
North Carolina
$247K – – –
FFBTD
727
First Financial Bank - Trust Division
Ohio
$247K – – –
FNFDCM
728
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$247K – – –
TAM
729
Tocqueville Asset Management
New York
$247K – – –
WJA
730
Williams Jones & Associates
New York
$247K +$18.8K +240 +9%
I
731
IberiaBank
Louisiana
$239K +$228K +2,905 New
JWM
732
JGP Wealth Management
Oregon
$238K – – –
JA
733
JLB & Associates
Michigan
$238K – – –
LC
734
LCNB Corp
Ohio
$234K – – –
HIC
735
Holderness Investments Company
North Carolina
$231K – – –
ONB
736
Old National Bancorp
Indiana
$227K -$1.02K -13 -0.5%
PP
737
Palladium Partners
Virginia
$225K – – –
VCM
738
Virtue Capital Management
Tennessee
$224K +$213K +2,716 New
CT
739
Coastline Trust
Rhode Island
$222K -$9.42K -120 -4%
MWM
740
Mission Wealth Management
California
$222K – – –
YIA
741
YHB Investment Advisors
Connecticut
$222K +$211K +2,690 New
LOAMS
742
Lombard Odier Asset Management (Switzerland)
Switzerland
$221K +$210K +2,680 New
PFPT
743
Pinnacle Financial Partners (Tennessee)
Tennessee
$221K +$210K +2,680 New
FIB
744
First Interstate Bank
Montana
$220K – – –
SCA
745
Snowden Capital Advisors
New York
$219K +$209K +2,659 New
FNT
746
First National Trust
Pennsylvania
$219K -$8.63K -110 -4%
BDF
747
Balasa Dinverno & Foltz
$217K +$207K +2,634 New
IAA
748
Independent Advisor Alliance
North Carolina
$216K +$208K +2,655 New
CL
749
CPWM LLC
Washington
$215K +$205K +2,610 New
MHC
750
Meyer Handelman Company
New York
$214K +$204K +2,600 New
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