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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
926
Insight Wealth Partners
Texas
$298K -$23.5K -212 -6%
AG
927
Algert Global
California
$296K -$666K -6,000 -66%
CF
928
Centaurus Financial
California
$296K -$56.8K -511 -14%
FNFDCM
929
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$294K – – –
LC
930
Lubar & Co
Wisconsin
$294K +$344K +3,100 New
SGCA
931
Steel Grove Capital Advisors
Tennessee
$293K -$832K -7,494 -71%
BBHC
932
Brown Brothers Harriman & Co
New York
$293K -$88.2K -794 -20%
TCOV
933
Trust Company of Vermont
Vermont
$292K +$22.2K +200 +7%
EF
934
Empirical Finance
Pennsylvania
$292K +$132K +1,192 +63%
DIA
935
Dana Investment Advisors
Wisconsin
$291K – – –
HFG
936
Heron Financial Group
New York
$286K -$22.4K -202 -6%
JWM
937
JGP Wealth Management
Oregon
$284K – – –
MPPLM
938
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$283K +$22.9K +206 +7%
MAM
939
Marotta Asset Management
Virginia
$282K – – –
RCA
940
Resonant Capital Advisors
Wisconsin
$281K -$6.33K -57 -2%
BWCS
941
Beirne Wealth Consulting Services
Connecticut
$279K – – –
WB
942
West Bancorporation
Iowa
$279K +$11.2K +101 +4%
LIM
943
Leavell Investment Management
Alabama
$277K -$61.1K -550 -16%
IIM
944
Ipswich Investment Management
Massachusetts
$276K -$26.7K -240 -8%
WJWM
945
Williams Jones Wealth Management
New York
$275K – – –
PFPT
946
Pinnacle Financial Partners (Tennessee)
Tennessee
$273K -$48.1K -433 -13%
FCI
947
Financial Counselors Inc
Kansas
$269K – – –
CAW
948
Cornerstone Advisors (Washington)
Washington
$268K +$24.9K +224 +9%
EWM
949
Endurance Wealth Management
Rhode Island
$267K +$312K +2,806 New
BRWM
950
B. Riley Wealth Management
Tennessee
$267K +$312K +2,810 New
36 37
38
39 40