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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
726
Paragon Capital Management (Colorado)
Colorado
$235K – – –
PP
727
Pegasus Partners
Wisconsin
$231K – – –
CWA
728
Clarus Wealth Advisors
Arizona
$228K +$239K +3,098 New
RJT
729
Raymond James Trust
Florida
$224K -$1.55K -20 -0.7%
SBH
730
Segall Bryant & Hamill
Illinois
$224K – – –
PFPT
731
Pinnacle Financial Partners (Tennessee)
Tennessee
$224K +$28.3K +366 +14%
OPA
732
Old Port Advisors
Maine
$224K +$221K +2,864 New
IIM
733
Ipswich Investment Management
Massachusetts
$224K +$236K +3,050 New
PAMU
734
Pictet Asset Management (UK)
United Kingdom
$223K -$11.6M -150,129 -5%
BFO
735
Biltmore Family Office
North Carolina
$220K – – –
FFBTD
736
First Financial Bank - Trust Division
Ohio
$220K – – –
FNFDCM
737
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$220K – – –
TAM
738
Tocqueville Asset Management
New York
$220K – – –
WJA
739
Williams Jones & Associates
New York
$220K – – –
AI
740
Atria Investments
North Carolina
$218K -$36.2K -468 -14%
NL
741
NWAM LLC
Washington
$218K -$9.74K -126 -4%
TFS
742
Thoroughbred Financial Services
Tennessee
$217K +$229K +2,959 New
JWM
743
JGP Wealth Management
Oregon
$212K – – –
JA
744
JLB & Associates
Michigan
$212K – – –
EIG
745
Ellenbecker Investment Group
Wisconsin
$210K -$30.9K -400 -12%
LC
746
LCNB Corp
Ohio
$209K -$155 -2 -0.1%
BAM
747
Blueshift Asset Management
New Jersey
$209K +$220K +2,840 New
HIC
748
Holderness Investments Company
North Carolina
$206K – – –
H
749
HoyleCohen
California
$205K +$215K +2,784 New
FHC
750
First Heartland Consultants
Missouri
$205K +$215K +2,785 New
28 29
30
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