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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1076
Southport Capital Management
Tennessee
$303K -$150K -1,309 -34%
LIM
1077
Leavell Investment Management
Alabama
$303K -$43K -375 -13%
LSAG
1078
Lake Street Advisors Group
New Hampshire
$300K -$179K -1,564 -38%
WPW
1079
Waldron Private Wealth
Pennsylvania
$300K +$19.6K +171 +7%
PCP
1080
Proficio Capital Partners
Massachusetts
$297K +$17K +148 +6%
FNT
1081
First National Trust
Pennsylvania
$296K -$5.74K -50 -2%
DACG
1082
Donor Advised Charitable Giving
California
$296K – – –
AF
1083
Arrow Financial
New York
$295K -$51.6K -450 -15%
SC
1084
Sepio Capital
Utah
$293K -$1M -8,752 -78%
MA
1085
MONECO Advisors
Connecticut
$291K -$51.5K -449 -16%
JCM
1086
Janney Capital Management
Pennsylvania
$290K – – –
PFGIA
1087
Patriot Financial Group Insurance Agency
Massachusetts
$290K +$87.9K +766 +46%
WA
1088
WBH Advisory
Maryland
$288K – – –
BS
1089
Bessemer Securities
New York
$288K +$278K +2,420 New
FFN
1090
Focus Financial Network
Minnesota
$286K -$838K -7,304 -75%
SS
1091
Simplicity Solutions
Minnesota
$286K -$4.51M -39,326 -94%
DP
1092
Dearborn Partners
Illinois
$286K -$115 -1 -0%
FIB
1093
First Interstate Bancsystem
Montana
$286K +$275K +2,399 New
EWA
1094
EP Wealth Advisors
California
$284K -$1.61K -14 -0.6%
MPPLM
1095
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$283K -$467K -4,068 -58%
1IA
1096
1834 Investment Advisors
Wisconsin
$283K -$4.59K -40 -2%
MSFP
1097
Mark Sheptoff Financial Planning
Connecticut
$283K – – –
OWA
1098
Opal Wealth Advisors
New York
$279K +$9.41K +82 +4%
FC
1099
Forte Capital
New York
$279K +$24.7K +215 +10%
PFO
1100
Pathstone Family Office
New Jersey
$278K +$108K +939 +67%
42 43
44
45 46