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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1101
Kaizen Financial Strategies
California
$241K +$228K +2,119 New
UCI
1102
Uncommon Cents Investing
Wisconsin
$239K – – –
VVP
1103
Venture Visionary Partners
Ohio
$238K +$9.91K +92 +5%
BTW
1104
Boston Trust Walden
Massachusetts
$237K -$2.69K -25 -1%
BCM
1105
Brookstone Capital Management
Illinois
$237K +$225K +2,084 New
JA
1106
JLB & Associates
Michigan
$236K -$5.39K -50 -2%
FSC
1107
Full Sail Capital
Oklahoma
$235K -$82.8K -768 -26%
DBG
1108
De Burlo Group
Massachusetts
$235K +$6.79K +63 +3%
IAA
1109
Ironsides Asset Advisors
North Carolina
$235K +$222K +2,060 New
KPWS
1110
Kestra Private Wealth Services
Texas
$235K +$225K +2,084 New
SNBOSCI
1111
Security National Bank of Sioux City Iowa
Iowa
$234K – – –
BWCS
1112
Beirne Wealth Consulting Services
Connecticut
$233K -$101K -939 -31%
LI
1113
LVZ Inc
Michigan
$233K – – –
BFA
1114
Beaumont Financial Advisors
Massachusetts
$231K +$219K +2,028 New
CM
1115
Castleark Management
Illinois
$228K -$62.5K -580 -22%
ZCA
1116
Zeke Capital Advisors
Pennsylvania
$228K -$26.5K -246 -11%
ARTA
1117
A.R.T. Advisors
New York
$228K – – –
OWP
1118
Obermeyer Wealth Partners
Colorado
$228K – – –
WG
1119
Welch Group
Alabama
$228K – – –
VWA
1120
V Wealth Advisors
Kansas
$224K +$212K +1,967 New
ESCM
1121
Echo Street Capital Management
New York
$222K -$21M -194,713 -99%
SOAMC
1122
Spirit of America Management Corp
New York
$222K – – –
PCM
1123
Prelude Capital Management
New York
$221K +$172K +1,598 +467%
HIC
1124
Holderness Investments Company
North Carolina
$216K +$205K +1,900 New
LBD
1125
Landsberg Bennett & Dubbaneh
Florida
$214K -$27.5K -255 -12%
43 44
45
46 47