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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
901
IFP Advisors
Florida
$331K +$327K +3,200 New
BWCS
902
Beirne Wealth Consulting Services
Connecticut
$329K +$324K +3,176 New
TA
903
Thor Advisors
New York
$327K +$322K +3,155 New
PP
904
Pegasus Partners
Wisconsin
$325K – – –
SYBT
905
Stock Yards Bank & Trust
Kentucky
$325K – – –
DIA
906
Dana Investment Advisors
Wisconsin
$325K +$16.3K +160 +5%
SNBOSCI
907
Security National Bank of Sioux City Iowa
Iowa
$322K – – –
FNFDCM
908
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$320K +$9.19K +90 +3%
SCA
909
Snowden Capital Advisors
New York
$319K +$48.1K +471 +18%
AIM
910
Achmea Investment Management
Netherlands
$316K – – –
JGUA
911
John G. Ullman & Associates
New York
$310K -$185K -1,811 -38%
FFBTD
912
First Financial Bank - Trust Division
Ohio
$310K – – –
FRM
913
Fox Run Management
Connecticut
$310K +$305K +2,988 New
CF
914
Centaurus Financial
California
$310K +$306K +2,993 New
KFGK
915
Keystone Financial Group (Kentucky)
Kentucky
$309K – – –
WTC
916
WhitTier Trust Company
Nevada
$307K +$43.7K +428 +17%
1IA
917
1834 Investment Advisors
Wisconsin
$306K -$15.3K -150 -5%
AW
918
Alpha Windward
Massachusetts
$306K -$1.23K -12 -0.4%
WP
919
WMS Partners
Maryland
$301K +$49.7K +487 +20%
WA
920
WBH Advisory
Maryland
$299K +$63.5K +622 +27%
WJWM
921
Williams Jones Wealth Management
New York
$299K +$295K +2,890 New
TCOV
922
Trust Company of Vermont
Vermont
$298K +$14.4K +141 +5%
LOAMS
923
Lombard Odier Asset Management (Switzerland)
Switzerland
$298K +$19.9K +195 +7%
NL
924
NWAM LLC
Washington
$298K +$23K +225 +8%
FMWA
925
Forvis Mazars Wealth Advisors
Missouri
$296K +$27.7K +271 +10%
35 36
37
38 39