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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
1101
Richard W. Paul & Associates
Michigan
$319K +$315K +3,159 New
EFS
1102
Essex Financial Services
Connecticut
$319K -$1.29K -13 -0.4%
CWS
1103
Confluence Wealth Services
Pennsylvania
$319K +$314K +3,152 New
PTC
1104
Petrus Trust Company
Texas
$317K +$312K +3,133 New
PCM
1105
Penserra Capital Management
California
$315K -$299 -3 -0.1%
VFA
1106
Valeo Financial Advisors
Indiana
$315K +$310K +3,115 New
EWM
1107
Endurance Wealth Management
Rhode Island
$314K – – –
PCM
1108
Pointe Capital Management
Michigan
$314K – – –
OWP
1109
Obermeyer Wealth Partners
Colorado
$313K -$300K -3,016 -49%
AI
1110
Ariel Investments
Illinois
$313K +$23.9K +240 +8%
CL
1111
COWA LLC
Oklahoma
$313K -$19K -191 -6%
ETC
1112
Exchange Traded Concepts
Oklahoma
$312K +$7.47K +75 +2%
FNFDCM
1113
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$312K – – –
AFM
1114
Andesa Financial Management
Pennsylvania
$312K +$307K +3,083 New
RP
1115
Riverbridge Partners
Minnesota
$311K – – –
CIC
1116
Carnegie Investment Counsel
Ohio
$310K -$33.3K -334 -10%
WCM
1117
Wunderlich Capital Managemnt
Tennessee
$310K -$6.17K -62 -2%
WTC
1118
WhitTier Trust Company
Nevada
$307K +$10.4K +104 +4%
CW
1119
CreativeOne Wealth
Kansas
$307K +$302K +3,031 New
EP
1120
EPIQ Partners
Minnesota
$306K +$54.4K +546 +22%
9WM
1121
9258 Wealth Management
Ohio
$305K -$106K -1,067 -26%
WCA
1122
Waypoint Capital Advisors
Minnesota
$303K – – –
CCG
1123
Ceeto Capital Group
Florida
$303K – – –
OCBCO
1124
Oversea-Chinese Banking Corp (OCBC)
Singapore
$301K +$296K +2,974 New
WIM
1125
WealthPlan Investment Management
Nebraska
$300K – – –
43 44
45
46 47