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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1101
NTV Asset Management
West Virginia
$242K -$24.2K -225 -10%
SSB
1102
Sandy Spring Bank
Maryland
$242K +$11.3K +105 +5%
BHBT
1103
Burke & Herbert Bank & Trust
Virginia
$241K – – –
KFS
1104
Kaizen Financial Strategies
California
$241K +$228K +2,119 New
UCI
1105
Uncommon Cents Investing
Wisconsin
$239K – – –
VVP
1106
Venture Visionary Partners
Ohio
$238K +$9.91K +92 +5%
BTW
1107
Boston Trust Walden
Massachusetts
$237K -$2.69K -25 -1%
BCM
1108
Brookstone Capital Management
Illinois
$237K +$225K +2,084 New
JA
1109
JLB & Associates
Michigan
$236K -$5.39K -50 -2%
FSC
1110
Full Sail Capital
Oklahoma
$235K -$82.8K -768 -26%
DBG
1111
De Burlo Group
Massachusetts
$235K +$6.79K +63 +3%
IAA
1112
Ironsides Asset Advisors
North Carolina
$235K +$222K +2,060 New
KPWS
1113
Kestra Private Wealth Services
Texas
$235K +$225K +2,084 New
SNBOSCI
1114
Security National Bank of Sioux City Iowa
Iowa
$234K – – –
BWCS
1115
Beirne Wealth Consulting Services
Connecticut
$233K -$101K -939 -31%
LI
1116
LVZ Inc
Michigan
$233K – – –
BFA
1117
Beaumont Financial Advisors
Massachusetts
$231K +$219K +2,028 New
CM
1118
Castleark Management
Illinois
$228K -$62.5K -580 -22%
ZCA
1119
Zeke Capital Advisors
Pennsylvania
$228K -$26.5K -246 -11%
ARTA
1120
A.R.T. Advisors
New York
$228K – – –
OWP
1121
Obermeyer Wealth Partners
Colorado
$228K – – –
WG
1122
Welch Group
Alabama
$228K – – –
VWA
1123
V Wealth Advisors
Kansas
$224K +$212K +1,967 New
ESCM
1124
Echo Street Capital Management
New York
$222K -$21M -194,713 -99%
SOAMC
1125
Spirit of America Management Corp
New York
$222K – – –
43 44
45
46 47