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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1076
Carlson Capital Management
Minnesota
$312K – – –
CBT
1077
Capital Bank & Trust
California
$310K -$150K -1,311 -34%
MHC
1078
Meyer Handelman Company
New York
$310K – – –
LOAMS
1079
Lombard Odier Asset Management (Switzerland)
Switzerland
$309K +$298K +2,599 New
CCM
1080
Chickasaw Capital Management
Tennessee
$307K – – –
VVP
1081
Venture Visionary Partners
Ohio
$306K +$55.2K +481 +23%
SCM
1082
Southport Capital Management
Tennessee
$303K -$150K -1,309 -34%
LIM
1083
Leavell Investment Management
Alabama
$303K -$43K -375 -13%
LSAG
1084
Lake Street Advisors Group
New Hampshire
$300K -$179K -1,564 -38%
WPW
1085
Waldron Private Wealth
Pennsylvania
$300K +$19.6K +171 +7%
PCP
1086
Proficio Capital Partners
Massachusetts
$297K +$17K +148 +6%
FNT
1087
First National Trust
Pennsylvania
$296K -$5.74K -50 -2%
DACG
1088
Donor Advised Charitable Giving
California
$296K – – –
AF
1089
Arrow Financial
New York
$295K -$51.6K -450 -15%
SC
1090
Sepio Capital
Utah
$293K -$1M -8,752 -78%
MA
1091
MONECO Advisors
Connecticut
$291K -$51.5K -449 -16%
JCM
1092
Janney Capital Management
Pennsylvania
$290K – – –
PFGIA
1093
Patriot Financial Group Insurance Agency
Massachusetts
$290K +$87.9K +766 +46%
WA
1094
WBH Advisory
Maryland
$288K – – –
BS
1095
Bessemer Securities
New York
$288K +$278K +2,420 New
FFN
1096
Focus Financial Network
Minnesota
$286K -$838K -7,304 -75%
SS
1097
Simplicity Solutions
Minnesota
$286K -$4.51M -39,326 -94%
DP
1098
Dearborn Partners
Illinois
$286K -$115 -1 -0%
FIB
1099
First Interstate Bancsystem
Montana
$286K +$275K +2,399 New
EWA
1100
EP Wealth Advisors
California
$284K -$1.61K -14 -0.6%
42 43
44
45 46