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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1001
Condor Capital Management
New Jersey
$567K – – –
FIA
1002
Foundations Investment Advisors
Arizona
$566K -$26.8K -228 -5%
CT
1003
Caldwell Trust
Florida
$566K – – –
CA
1004
Crumly & Associates
Illinois
$565K -$77.1K -655 -13%
SIM
1005
Sentry Investment Management
Wisconsin
$564K +$30.7K +261 +6%
TIA
1006
Tiemann Investment Advisors
California
$564K +$2.35K +20 +0.4%
UAML
1007
US Asset Management LLC
Pennsylvania
$561K – – –
KWA
1008
KCS Wealth Advisory
California
$555K – – –
UM
1009
UniSuper Management
Australia
$555K +$518K +4,400 New
HIG
1010
Herr Investment Group
Texas
$552K – – –
CPA
1011
Court Place Advisors
Maryland
$551K – – –
EI
1012
Ellevest Inc
New York
$548K +$7.65K +65 +2%
PM
1013
Penbrook Management
New York
$546K -$11.8K -100 -2%
CNBTD
1014
Citizens National Bank Trust Department
Mississippi
$542K – – –
FNBTCON
1015
First National Bank & Trust Co of Newtown
Pennsylvania
$540K – – –
PIM
1016
Penobscot Investment Management
Massachusetts
$539K +$244K +2,070 +94%
LP
1017
LMR Partners
United Kingdom
$538K +$502K +4,265 New
CI
1018
Conning Inc
Connecticut
$536K -$61.2K -520 -11%
AP
1019
AtonRa Partners
Switzerland
$536K -$7.65K -65 -2%
OHWP
1020
Oak Harbor Wealth Partners
North Carolina
$536K -$34.8K -296 -7%
EFL
1021
ERn Financial LLC
Wisconsin
$536K – – –
EF
1022
Empowered Funds
Pennsylvania
$535K +$200K +1,696 +67%
EST
1023
EA Series Trust
Pennsylvania
$535K +$500K +4,244 New
APP
1024
Avantax Planning Partners
Iowa
$535K – – –
BFO
1025
Boston Family Office
Massachusetts
$532K – – –
39 40
41
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