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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
926
Insight Wealth Partners
Texas
$387K +$370K +3,349 New
TNBTD
927
Trustmark National Bank Trust Department
Mississippi
$386K – – –
BDF
928
Balasa Dinverno & Foltz
$386K +$10.7K +97 +3%
JG
929
Jefferies Group
New York
$382K -$2.06M -18,685 -85%
AIM
930
Arcadia Investment Management
Michigan
$382K -$33.1K -300 -8%
PFPT
931
Pinnacle Financial Partners (Tennessee)
Tennessee
$382K +$110 +1 +0%
HFG
932
Heron Financial Group
New York
$381K +$349K +3,160 New
AAS
933
Avantax Advisory Services
Texas
$380K +$363K +3,286 New
EP
934
EPIQ Partners
Minnesota
$379K +$362K +3,280 New
SBH
935
Segall Bryant & Hamill
Illinois
$377K – – –
BCM
936
Bienville Capital Management
New York
$376K – – –
SCA
937
Snowden Capital Advisors
New York
$370K +$12.9K +117 +4%
EH
938
Employers Holdings
Nevada
$370K – – –
PCMC
939
Paragon Capital Management (Colorado)
Colorado
$370K – – –
CAAS
940
Capital Asset Advisory Services
Michigan
$365K +$334K +3,021 New
IIM
941
Ipswich Investment Management
Massachusetts
$364K -$33.1K -300 -9%
HAM
942
Highstreet Asset Management
Ontario, Canada
$361K -$67.5K -611 -16%
FNFDCM
943
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$357K – – –
RWA
944
Ropes Wealth Advisors
Massachusetts
$356K -$24.8K -225 -7%
DIA
945
Dana Investment Advisors
Wisconsin
$355K -$7.51K -68 -2%
OWP
946
Obermeyer Wealth Partners
Colorado
$353K -$138K -1,248 -29%
AIM
947
Achmea Investment Management
Netherlands
$353K – – –
SPC
948
Sigma Planning Corp
Michigan
$351K -$88.5K -802 -21%
RCA
949
Resonant Capital Advisors
Wisconsin
$348K +$333K +3,013 New
SNBOSCI
950
Security National Bank of Sioux City Iowa
Iowa
$346K -$12.9K -117 -4%
36 37
38
39 40