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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCFD
1026
Boit C.F. David
$262K – – –
NB
1027
Nicolet Bankshares
Wisconsin
$261K -$99.7K -1,191 -23%
SOW
1028
State of Wyoming
Wyoming
$260K +$103K +1,226 +46%
PWP
1029
Prasad Wealth Partners
Ohio
$260K -$23.8K -284 -7%
BRWA
1030
B. Riley Wealth Advisors
Florida
$259K -$282K -3,368 -47%
WWM
1031
Western Wealth Management
Colorado
$257K +$132K +1,578 +70%
NB
1032
NBT Bank
New York
$256K -$284K -3,390 -47%
PWM
1033
Perigon Wealth Management
California
$253K -$14.6K -174 -4%
CNBTD
1034
Citizens National Bank Trust Department
Mississippi
$252K -$5.44K -65 -2%
BCWM
1035
Bartlett & Co Wealth Management
Ohio
$249K -$342K -4,083 -52%
BAM
1036
Belpointe Asset Management
Nevada
$248K +$127K +1,518 +70%
WBC
1037
Westpac Banking Corp
Australia
$248K -$294K -3,517 -49%
HBW
1038
Hazlett, Burt & Watson
West Virginia
$247K -$174K -2,075 -36%
CHAM
1039
Clear Harbor Asset Management
Connecticut
$245K -$52.4K -626 -15%
WIA
1040
Westbourne Investment Advisors
Maryland
$244K -$83.7K -1,000 -22%
BA
1041
Bridgewater Advisors
New York
$242K +$30.6K +366 +11%
CWM
1042
Chesapeake Wealth Management
Virginia
$239K -$39.9K -477 -12%
DIA
1043
Dean Investment Associates
Ohio
$238K -$419K -5,011 -59%
CIA
1044
Citadel Investment Advisory
Ohio
$238K – – –
TA
1045
TrueWealth Advisors
Alabama
$237K +$154K +1,840 +109%
WA
1046
WBH Advisory
Maryland
$237K +$84.4K +1,008 +40%
RWP
1047
RWA Wealth Partners
Massachusetts
$234K +$66.7K +797 +30%
WT
1048
Whittier Trust
California
$233K -$255K -3,045 -47%
CWM
1049
Centurion Wealth Management
Virginia
$232K -$262K -3,133 -48%
MIA
1050
MMBG Investment Advisors
Florida
$232K – – –
40 41
42
43 44