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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1026
Burke & Herbert Bank & Trust
Virginia
$245K – – –
EWA
1027
EP Wealth Advisors
California
$245K +$7.4K +67 +3%
UCI
1028
Uncommon Cents Investing
Wisconsin
$243K – – –
CCM
1029
Coldstream Capital Management
Washington
$243K +$15.9K +144 +7%
CG
1030
Caprock Group
Idaho
$242K +$16.3K +148 +8%
BPB
1031
Badgley, Phelps & Bell
Washington
$241K -$35.3K -320 -13%
LI
1032
LVZ Inc
Michigan
$237K – – –
BHWM
1033
Bar Harbor Wealth Management
New Hampshire
$236K – – –
GH
1034
GAM Holding
Switzerland
$232K -$607K -5,494 -73%
RGI
1035
River Global Investors
United Kingdom
$231K -$6.7M -60,714 -97%
CWM
1036
Calamos Wealth Management
Illinois
$231K -$33.1K -300 -13%
NAM
1037
NTV Asset Management
West Virginia
$231K -$22.1K -200 -9%
PWP
1038
Principle Wealth Partners
Connecticut
$231K – – –
UAM
1039
UAS Asset Management
New York
$231K – – –
WG
1040
Welch Group
Alabama
$231K – – –
VVP
1041
Venture Visionary Partners
Ohio
$231K +$221K +1,999 New
AAP
1042
Ardsley Advisory Partners
Connecticut
$231K +$221K +2,000 New
ODG
1043
O'Dell Group
Ohio
$230K -$67.1K -608 -23%
MCM
1044
MAI Capital Management
Ohio
$230K -$14.7K -133 -6%
EWM
1045
Evermay Wealth Management
Virginia
$230K – – –
AIM
1046
AIA Investment Management
Singapore
$230K +$2.1K +19 +1%
JCM
1047
Jacobsen Capital Management
Utah
$230K +$220K +1,990 New
CC
1048
Cedar Capital
Illinois
$229K -$9.94K -90 -4%
MA
1049
MANA Advisors
New York
$227K +$217K +1,966 New
CANY
1050
Caxton Associates (New York)
New York
$226K -$284K -2,569 -57%
40 41
42
43 44