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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1101
Congress Wealth Management
Massachusetts
$280K +$279K +2,695 New
HIC
1102
Holderness Investments Company
North Carolina
$279K – – –
9WM
1103
9258 Wealth Management
Ohio
$279K +$5.79K +56 +2%
PWS
1104
Peloton Wealth Strategists
Indiana
$278K -$12.2K -118 -4%
MHC
1105
Meyer Handelman Company
New York
$277K +$7.03K +68 +3%
AIM
1106
Arcadia Investment Management
Michigan
$275K +$88.1K +852 +47%
LA
1107
Lifeworks Advisors
Michigan
$273K +$272K +2,634 New
AWA
1108
Arete Wealth Advisors
Illinois
$272K +$10.1K +98 +4%
PFGIA
1109
Patriot Financial Group Insurance Agency
Massachusetts
$270K -$13.2K -128 -5%
FA
1110
FDx Advisors
Illinois
$269K -$23.1K -223 -8%
CF
1111
Centaurus Financial
California
$268K -$5.17K -50 -2%
WA
1112
WBH Advisory
Maryland
$267K +$15.5K +150 +6%
SOW
1113
State of Wyoming
Wyoming
$267K +$266K +2,576 New
NB
1114
Northwest Bancshares
Pennsylvania
$264K -$14.8K -143 -5%
LIM
1115
Leavell Investment Management
Alabama
$264K -$3.41K -33 -1%
CCM
1116
Carlson Capital Management
Minnesota
$264K -$2.58K -25 -1%
SFG
1117
Steward Financial Group
Texas
$264K +$264K +2,552 New
RP
1118
Riverwater Partners
Wisconsin
$262K +$261K +2,521 New
BFEC
1119
Benjamin F. Edwards & Company
Missouri
$261K +$25.4K +246 +11%
GIM
1120
Greenwich Investment Management
Connecticut
$260K +$259K +2,508 New
PI
1121
Putnam Investments
Massachusetts
$259K -$4.1M -39,619 -94%
AF
1122
Arrow Financial
New York
$257K – – –
MF
1123
Montis Financial
Massachusetts
$257K +$256K +2,480 New
IA
1124
IFP Advisors
Florida
$256K +$44.8K +433 +22%
QCM
1125
Quest Capital Management
Texas
$255K -$63.4K -613 -20%
43 44
45
46 47