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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
826
Soltis Investment Advisors
Utah
$330K +$80.1K +1,294 +28%
LFAS
827
Level Four Advisory Services
Texas
$328K -$426K -6,878 -54%
AIM
828
Advyzon Investment Management
Illinois
$327K -$211K -3,416 -37%
BBWP
829
Beacon Bridge Wealth Partners
Pennsylvania
$326K -$122K -1,976 -25%
NB
830
Nicolet Bankshares
Wisconsin
$326K +$123K +1,993 +51%
ERSOT
831
Employees Retirement System of Texas
Texas
$324K – – –
FPW
832
Flywheel Private Wealth
California
$324K +$359K +5,800 New
TRCT
833
Tower Research Capital (TRC)
New York
$323K -$1.55M -25,036 -81%
UB
834
UMB Bank
Missouri
$321K -$252K -4,076 -41%
PAW
835
Plan A Wealth
Nebraska
$319K +$58.9K +952 +20%
BC
836
Barnett & Company
Tennessee
$318K +$27.8K +450 +9%
OAM
837
Ostrum Asset Management
France
$312K -$396K -6,407 -53%
FWA
838
Flagship Wealth Advisors
Massachusetts
$311K +$112K +1,805 New
CAM
839
Cidel Asset Management
Ontario, Canada
$309K +$343K +5,548 New
CICI
840
Capital Investment Counsel Inc
North Carolina
$307K +$43K +695 +14%
BCAM
841
Boston Common Asset Management
Massachusetts
$307K -$18.1K -292 -5%
NDSI
842
Newman Dignan & Sheerar Inc
Rhode Island
$306K -$119K -1,917 -26%
CAM
843
Clark Asset Management
New Hampshire
$305K +$3.96K +64 +1%
CSB
844
City State Bank
Iowa
$305K +$63.4K +1,025 +23%
VAS
845
Vestmark Advisory Solutions
Massachusetts
$302K +$48.6K +785 +17%
DCM
846
DGS Capital Management
New Jersey
$301K +$334K +5,391 New
WA
847
Waddell & Associates
Tennessee
$300K +$332K +5,370 New
UAML
848
US Asset Management LLC
Pennsylvania
$299K +$557 +9 +0.2%
PWA
849
Pitcairn Wealth Advisors
Pennsylvania
$299K – – –
UCB
850
United Community Bank
South Carolina
$298K +$318K +5,134 +2,388%
32 33
34
35 36