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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
776
Chase Investment Counsel
Virginia
$1.08M – – –
FIA
777
Foundations Investment Advisors
Arizona
$1.07M +$359K +3,215 +48%
CBT
778
Central Bank & Trust
Kentucky
$1.07M – – –
FDS
779
Freedom Day Solutions
Texas
$1.07M +$1.1M +9,831 New
CA
780
Cetera Advisors
Colorado
$1.07M -$860K -7,698 -44%
VWM
781
Venturi Wealth Management
Texas
$1.06M +$273K +2,443 +33%
OSAM
782
O'Shaughnessy Asset Management
Connecticut
$1.05M +$157K +1,405 +17%
PCM
783
Poehling Capital Management
Wisconsin
$1.05M -$25.3K -226 -2%
XT
784
XTX Topco
Cayman Islands
$1.04M +$456K +4,082 +74%
PDN
785
Pensionfund DSM Netherlands
Netherlands
$1.04M +$1.07M +9,600 New
SW
786
SkyOak Wealth
Michigan
$1.04M -$15.6K -140 -1%
S
787
SimplyRich
California
$1.04M – – –
CA
788
Clearstead Advisors
Ohio
$1.03M -$4.69K -42 -0.4%
JHCP
789
Jackson Hole Capital Partners
Oklahoma
$1.03M +$149K +1,337 +16%
JGUA
790
John G. Ullman & Associates
New York
$1.02M – – –
AI
791
Atom Investors
Texas
$1.02M +$1.05M +9,402 New
AI
792
AdvisorShares Investments
Maryland
$1.02M – – –
KCM
793
Kendall Capital Management
Maryland
$1M +$308K +2,760 +43%
KCM
794
Kathmere Capital Management
Pennsylvania
$1M -$107K -959 -9%
MCA
795
Mercer Capital Advisers
New Jersey
$998K – – –
PFO
796
Pathstone Family Office
New Jersey
$994K +$515K +4,610 +101%
HIA
797
Harbor Investment Advisory
Maryland
$991K -$4.36K -39 -0.4%
SWM
798
Segment Wealth Management
Texas
$985K -$36.9K -330 -4%
PBO
799
Peoples Bank (Ohio)
Ohio
$984K -$15.1K -135 -1%
BMA
800
Brooks Moore & Associates
Tennessee
$982K +$158K +1,410 +18%
30 31
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