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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
HFG
926
Heron Financial Group
New York
$381K +$349K +3,160 New
AAS
927
Avantax Advisory Services
Texas
$380K +$363K +3,286 New
EP
928
EPIQ Partners
Minnesota
$379K +$362K +3,280 New
SBH
929
Segall Bryant & Hamill
Illinois
$377K – – –
BCM
930
Bienville Capital Management
New York
$376K – – –
SCA
931
Snowden Capital Advisors
New York
$370K +$12.9K +117 +4%
EH
932
Employers Holdings
Nevada
$370K – – –
PCMC
933
Paragon Capital Management (Colorado)
Colorado
$370K – – –
CAAS
934
Capital Asset Advisory Services
Michigan
$365K +$334K +3,021 New
IIM
935
Ipswich Investment Management
Massachusetts
$364K -$33.1K -300 -9%
HAM
936
Highstreet Asset Management
Ontario, Canada
$361K -$67.5K -611 -16%
FNFDCM
937
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$357K – – –
RWA
938
Ropes Wealth Advisors
Massachusetts
$356K -$24.8K -225 -7%
DIA
939
Dana Investment Advisors
Wisconsin
$355K -$7.51K -68 -2%
OWP
940
Obermeyer Wealth Partners
Colorado
$353K -$138K -1,248 -29%
AIM
941
Achmea Investment Management
Netherlands
$353K – – –
SPC
942
Sigma Planning Corp
Michigan
$351K -$88.5K -802 -21%
RCA
943
Resonant Capital Advisors
Wisconsin
$348K +$333K +3,013 New
SNBOSCI
944
Security National Bank of Sioux City Iowa
Iowa
$346K -$12.9K -117 -4%
CHC
945
City Holding Co
West Virginia
$346K +$152K +1,374 +85%
KFGK
946
Keystone Financial Group (Kentucky)
Kentucky
$345K – – –
GC
947
Gilbert & Cook
Iowa
$344K +$45K +408 +16%
AW
948
Alpha Windward
Massachusetts
$342K – – –
WTC
949
WhitTier Trust Company
Nevada
$342K – – –
1IA
950
1834 Investment Advisors
Wisconsin
$341K – – –
36 37
38
39 40