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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1001
D.J. St. Germain
Massachusetts
$279K -$20.9K -250 -6%
CIC
1002
Chilton Investment Company
Connecticut
$279K -$93.8K -1,121 -21%
PI
1003
PFG Investments
New York
$278K +$96.2K +1,149 +38%
AGWCA
1004
Annis Gardner Whiting Capital Advisors
Florida
$277K -$9.88K -118 -3%
IAIM
1005
International Assets Investment Management
Florida
$276K +$169K +2,021 +97%
PCTC
1006
Perkins Coie Trust Company
Washington
$275K – – –
SMA
1007
Sage Mountain Advisors
Georgia
$275K +$122K +1,462 +55%
CWM
1008
Connecticut Wealth Management
Connecticut
$272K -$18.7K -223 -5%
CLA
1009
Carnegie Lake Advisors
New Jersey
$272K +$339K +4,050 New
AGP
1010
Aspire Growth Partners
Florida
$272K -$82.7K -988 -20%
BTW
1011
Boston Trust Walden
Massachusetts
$271K -$202K -2,411 -37%
WT
1012
Washington Trust
Rhode Island
$270K -$95.9K -1,146 -22%
LWAM
1013
Legacy Wealth Asset Management
Minnesota
$270K +$17.3K +207 +5%
VCP
1014
Vista Capital Partners
Oregon
$269K -$95.9K -1,146 -22%
IAG
1015
Ipsen Advisor Group
Arkansas
$269K -$33.7K -402 -9%
RC
1016
RBF Capital
California
$269K – – –
JC
1017
JBF Capital
Colorado
$269K +$335K +4,000 New
SAM
1018
Southeastern Asset Management
Tennessee
$268K +$334K +3,990 New
TCA
1019
Transcend Capital Advisors
New Jersey
$268K -$358K -4,272 -52%
RG
1020
Renaissance Group
Kentucky
$266K -$17.6M -210,401 -98%
CIA
1021
Capital Investment Advisors
Georgia
$265K -$84.8K -1,013 -20%
PFS
1022
Prospera Financial Services
Texas
$264K -$283K -3,378 -46%
RC
1023
Rexford Capital
Texas
$263K +$327K +3,909 New
MFS
1024
Madrona Financial Services
Washington
$263K +$4.02K +48 +1%
BCFD
1025
Boit C.F. David
$262K – – –
39 40
41
42 43