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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
1026
GW & Wade
Massachusetts
$252K – – –
SSB
1027
Sandy Spring Bank
Maryland
$250K -$41.7K -378 -15%
SIG
1028
Sargent Investment Group
Maryland
$249K – – –
IAN
1029
Integrated Advisors Network
Texas
$249K +$237K +2,150 New
TMAM
1030
Tokio Marine Asset Management
Japan
$248K +$237K +2,149 New
EFS
1031
Essex Financial Services
Connecticut
$247K +$3.31K +30 +1%
BHBT
1032
Burke & Herbert Bank & Trust
Virginia
$245K – – –
EWA
1033
EP Wealth Advisors
California
$245K +$7.4K +67 +3%
UCI
1034
Uncommon Cents Investing
Wisconsin
$243K – – –
CCM
1035
Coldstream Capital Management
Washington
$243K +$15.9K +144 +7%
CG
1036
Caprock Group
Idaho
$242K +$16.3K +148 +8%
BPB
1037
Badgley, Phelps & Bell
Washington
$241K -$35.3K -320 -13%
LI
1038
LVZ Inc
Michigan
$237K – – –
BHWM
1039
Bar Harbor Wealth Management
New Hampshire
$236K – – –
GH
1040
GAM Holding
Switzerland
$232K -$607K -5,494 -73%
RGI
1041
River Global Investors
United Kingdom
$231K -$6.7M -60,714 -97%
CWM
1042
Calamos Wealth Management
Illinois
$231K -$33.1K -300 -13%
NAM
1043
NTV Asset Management
West Virginia
$231K -$22.1K -200 -9%
PWP
1044
Principle Wealth Partners
Connecticut
$231K – – –
UAM
1045
UAS Asset Management
New York
$231K – – –
WG
1046
Welch Group
Alabama
$231K – – –
VVP
1047
Venture Visionary Partners
Ohio
$231K +$221K +1,999 New
AAP
1048
Ardsley Advisory Partners
Connecticut
$231K +$221K +2,000 New
ODG
1049
O'Dell Group
Ohio
$230K -$67.1K -608 -23%
MCM
1050
MAI Capital Management
Ohio
$230K -$14.7K -133 -6%
40 41
42
43 44