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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1026
Certified Advisory Corp
Florida
$248K – – –
CCM
1027
Chickasaw Capital Management
Tennessee
$247K – – –
SIG
1028
Sargent Investment Group
Maryland
$247K +$252K +2,507 New
WA
1029
WBH Advisory
Maryland
$243K -$12.1K -120 -5%
1IA
1030
1834 Investment Advisors
Wisconsin
$243K -$7.55K -75 -3%
DACG
1031
Donor Advised Charitable Giving
California
$243K – – –
HH
1032
Hilltop Holdings
Texas
$242K +$250K +2,486 New
SC
1033
Sepio Capital
Utah
$240K -$2.12K -21 -0.8%
MMA
1034
Miracle Mile Advisors
California
$238K -$247K -2,454 -50%
JCM
1035
Janney Capital Management
Pennsylvania
$238K – – –
EWA
1036
EP Wealth Advisors
California
$236K -$244K -2,425 Closed
IAN
1037
Integrated Advisors Network
Texas
$235K +$243K +2,413 New
DP
1038
Dearborn Partners
Illinois
$234K – – –
FIB
1039
First Interstate Bank
Montana
$234K – – –
WANY
1040
Wealthspire Advisors (New York)
New York
$233K -$3.86M -38,345 -94%
MYLI
1041
Meiji Yasuda Life Insurance
Japan
$233K +$19.3K +192 +9%
MSFP
1042
Mark Sheptoff Financial Planning
Connecticut
$232K – – –
SMC
1043
Smith, Moore & Co
Missouri
$231K +$22.7K +225 +11%
NAM
1044
NTV Asset Management
West Virginia
$229K – – –
AIA
1045
Avalon Investment & Advisory
Texas
$229K +$236K +2,341 New
II
1046
Inspire Investing
Idaho
$227K -$1.71M -16,940 -88%
GIM
1047
Greenwich Investment Management
Connecticut
$225K – – –
BDF
1048
Balasa Dinverno & Foltz
$224K -$93.7K -930 -29%
OPS
1049
Orion Portfolio Solutions
Nebraska
$222K +$17.2K +171 +8%
ZCA
1050
Zeke Capital Advisors
Pennsylvania
$220K -$4.93K -49 -2%
40 41
42
43 44