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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
901
J.M. Forbes & Co
Massachusetts
$238K -$5.26K -85 -2%
CWMK
902
Caliber Wealth Management (Kansas)
Kansas
$237K -$533K -8,619 -67%
CFP
903
Catalyst Financial Partners
Massachusetts
$236K +$262K +4,238 New
BST
904
Bath Savings Trust
Maine
$236K -$426K -6,888 -62%
PCA
905
Pallas Capital Advisors
Massachusetts
$236K +$262K +4,237 New
EI
906
Ellevest Inc
New York
$235K -$172K -2,776 -40%
SCA
907
Stonebridge Capital Advisors
Minnesota
$232K -$619 -10 -0.2%
CIC
908
Chilton Investment Company
Connecticut
$232K – – –
EWS
909
Evergreen Wealth Solutions
Pennsylvania
$231K +$256K +4,145 New
SIG
910
Sargent Investment Group
Maryland
$230K -$38.4K -620 -13%
HIP
911
HUB Investment Partners
Texas
$230K +$47.8K +773 +23%
NAM
912
NorthCrest Asset Manangement
Minnesota
$230K -$7.67K -124 -3%
QCG
913
Quadrant Capital Group
Ohio
$230K +$41.2K +666 +19%
ABLA
914
Alan B. Lancz & Associates
Ohio
$229K +$43.3K +700 +21%
PCTC
915
Perkins Coie Trust Company
Washington
$229K – – –
NEWAS
916
N.E.W. Advisory Services
Wisconsin
$227K -$159K -2,575 -39%
DJSG
917
D.J. St. Germain
Massachusetts
$226K -$6K -97 -2%
SWP
918
Sagespring Wealth Partners
Tennessee
$226K -$252K -4,070 -50%
IAN
919
Integrated Advisors Network
Texas
$226K +$251K +4,052 New
CLA
920
Carnegie Lake Advisors
New Jersey
$226K – – –
VCP
921
Vista Capital Partners
Oregon
$226K +$1.92K +31 +0.8%
BTW
922
Boston Trust Walden
Massachusetts
$225K – – –
PCM
923
Parsons Capital Management
Rhode Island
$224K -$84.5K -1,365 -25%
IAG
924
Ipsen Advisor Group
Arkansas
$223K – – –
SAM
925
Southeastern Asset Management
Tennessee
$223K – – –
35 36
37
38 39