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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
926
J.M. Forbes & Co
Massachusetts
$520K – – –
MWC
927
MBM Wealth Consultants
Missouri
$517K +$20.5K +203 +4%
HI
928
Horizon Investments
North Carolina
$516K +$80.8K +798 +19%
PHK
929
Point72 Hong Kong
Hong Kong
$516K +$378K +3,738 +277%
IAA
930
Ironsides Asset Advisors
North Carolina
$512K – – –
FMAEN1
931
Fund Management at Engine No 1
California
$510K +$509K +5,032 New
GP
932
Girard Partners
Pennsylvania
$507K -$936K -9,246 -65%
BC
933
Bartlett & Co
Ohio
$497K +$3.04K +30 +0.6%
BCWM
934
Bartlett & Co Wealth Management
Ohio
$497K +$3.04K +30 +0.6%
SBIA
935
Sheaff Brock Investment Advisors
Indiana
$495K -$91.1K -900 -16%
RBA
936
Richard Bernstein Advisors
New York
$495K – – –
EIP
937
Ellis Investment Partners
Pennsylvania
$494K – – –
OC
938
Oppenheimer & Co
New York
$492K -$29.9K -295 -6%
IA
939
IFP Advisors
Florida
$492K +$415K +4,096 +170%
CCA
940
Checchi Capital Advisers
California
$490K +$56K +553 +13%
PCMC
941
Paragon Capital Management (Colorado)
Colorado
$487K – – –
AIM
942
Allen Investment Management
New York
$480K -$12.6M -124,900 -96%
1SB
943
1ST Source Bank
Indiana
$480K – – –
CT
944
Caldwell Trust
Florida
$479K – – –
BWP
945
Baldwin Wealth Partners
Massachusetts
$478K -$46.9K -463 -9%
UCB
946
United Community Bank
South Carolina
$478K +$2.53K +25 +0.5%
SAM
947
Sompo Asset Management
Japan
$476K -$64.8K -640 -12%
PG
948
Pendal Group
Australia
$474K -$2.43K -24 -0.5%
IIM
949
InTrack Investment Management
Vermont
$471K -$134K -1,322 -22%
CTC
950
Central Trust Company
Missouri
$471K -$4.25K -42 -0.9%
36 37
38
39 40