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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1101
Patriot Financial Group Insurance Agency
Massachusetts
$270K -$13.2K -128 -5%
FA
1102
FDx Advisors
Illinois
$269K -$23.1K -223 -8%
CF
1103
Centaurus Financial
California
$268K -$5.17K -50 -2%
WA
1104
WBH Advisory
Maryland
$267K +$15.5K +150 +6%
SOW
1105
State of Wyoming
Wyoming
$267K +$266K +2,576 New
NB
1106
Northwest Bancshares
Pennsylvania
$264K -$14.8K -143 -5%
LIM
1107
Leavell Investment Management
Alabama
$264K -$3.41K -33 -1%
CCM
1108
Carlson Capital Management
Minnesota
$264K -$2.58K -25 -1%
SFG
1109
Steward Financial Group
Texas
$264K +$264K +2,552 New
RP
1110
Riverwater Partners
Wisconsin
$262K +$261K +2,521 New
BFEC
1111
Benjamin F. Edwards & Company
Missouri
$261K +$25.4K +246 +11%
GIM
1112
Greenwich Investment Management
Connecticut
$260K +$259K +2,508 New
PI
1113
Putnam Investments
Massachusetts
$259K -$4.1M -39,619 -94%
AF
1114
Arrow Financial
New York
$257K – – –
MF
1115
Montis Financial
Massachusetts
$257K +$256K +2,480 New
IA
1116
IFP Advisors
Florida
$256K +$44.8K +433 +22%
QCM
1117
Quest Capital Management
Texas
$255K -$63.4K -613 -20%
CT
1118
Columbia Trust
Oregon
$254K – – –
KIA
1119
KCM Investment Advisors
California
$254K +$253K +2,443 New
AG
1120
AlphaSimPlex Group
Massachusetts
$253K -$382K -3,699 -60%
JCM
1121
Janney Capital Management
Pennsylvania
$253K – – –
PCP
1122
Proficio Capital Partners
Massachusetts
$253K +$5.38K +52 +2%
PSP
1123
Principal Street Partners
Tennessee
$252K -$37.7K -365 -13%
EWM
1124
Evermay Wealth Management
Virginia
$251K – – –
TTWM
1125
TCV Trust & Wealth Management
Virginia
$251K +$250K +2,420 New
43 44
45
46 47