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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
826
Stratos Wealth Partners
Ohio
$786K -$827 -8 -0.1%
JIC
827
Johnson Investment Counsel
Ohio
$785K -$130K -1,255 -14%
TCM
828
Tandem Capital Management
New Jersey
$779K -$81.4K -787 -9%
HSA
829
HBK Sorce Advisory
Pennsylvania
$769K -$37.4K -362 -5%
APG
830
Abacus Planning Group
South Carolina
$768K – – –
AWP
831
Abacus Wealth Partners
California
$764K – – –
VI
832
Vestcor Inc
New Brunswick, Canada
$763K -$154K -1,489 -17%
MCM
833
Manchester Capital Management
Vermont
$763K +$14.7K +142 +2%
MPM
834
Meritage Portfolio Management
Kansas
$761K -$78.6K -760 -9%
CPO
835
Cerity Partners OCIO
New York
$760K -$931 -9 -0.1%
IAA
836
Independent Advisor Alliance
North Carolina
$760K +$118K +1,145 +19%
CHC
837
City Holding Co
West Virginia
$757K -$311K -3,009 -28%
SHGA
838
Sand Hill Global Advisors
California
$757K – – –
NB
839
Nicolet Bankshares
Wisconsin
$756K -$179K -1,728 -19%
CAM
840
Cresset Asset Management
Illinois
$755K -$356K -3,447 -32%
CWM
841
Chesapeake Wealth Management
Virginia
$747K -$103K -1,000 -12%
FCM
842
Fortis Capital Management
Washington
$743K +$47.8K +462 +7%
SIM
843
Sadoff Investment Management
Wisconsin
$740K -$9K -87 -1%
V
844
VeraBank
Texas
$740K – – –
MWM
845
Mission Wealth Management
California
$740K +$23.7K +229 +3%
AA
846
Addison Advisors
Vermont
$740K +$421K +4,072 +133%
TAM
847
Townsend Asset Management
North Carolina
$731K -$4.03K -39 -0.6%
SS
848
Simplicity Solutions
Minnesota
$728K +$329K +3,186 +83%
AC
849
ASB Consultores
Florida
$726K +$723K +6,994 New
JF
850
Jump Financial
Illinois
$724K +$722K +6,982 New
32 33
34
35 36