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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
1126
Thompson Siegel & Walmsley
Virginia
$255K +$1.15K +10 +0.5%
SIG
1127
Sargent Investment Group
Maryland
$254K – – –
NICM
1128
Neo Ivy Capital Management
New York
$254K +$159K +1,383 +183%
NAM
1129
NTV Asset Management
West Virginia
$253K – – –
BHBT
1130
Burke & Herbert Bank & Trust
Virginia
$252K – – –
UCI
1131
Uncommon Cents Investing
Wisconsin
$250K – – –
QI
1132
Qtron Investments
Massachusetts
$249K +$240K +2,093 New
UAM
1133
UAS Asset Management
New York
$247K -$48.8K -425 -17%
BTW
1134
Boston Trust Walden
Massachusetts
$247K – – –
JA
1135
JLB & Associates
Michigan
$247K – – –
KFS
1136
Kaizen Financial Strategies
California
$246K -$6.2K -54 -3%
DBG
1137
De Burlo Group
Massachusetts
$246K – – –
LI
1138
LVZ Inc
Michigan
$244K – – –
SNBOSCI
1139
Security National Bank of Sioux City Iowa
Iowa
$244K – – –
IFAM
1140
Institutional & Family Asset Management
Colorado
$244K +$31.6K +275 +15%
SDWMA
1141
Schneider Downs Wealth Management Advisors
Pennsylvania
$244K +$235K +2,052 New
MS
1142
Maven Securities
Jersey
$243K -$1.58M -13,749 -87%
RWA
1143
Ropes Wealth Advisors
Massachusetts
$241K -$8.03K -70 -3%
SBSB
1144
Sullivan, Bruyette, Speros & Blaney
Virginia
$240K -$13.8K -120 -6%
BFO
1145
Biltmore Family Office
North Carolina
$238K -$230K -2,000 -50%
BW
1146
Bison Wealth
Georgia
$238K -$186K -1,620 -45%
BWCS
1147
Beirne Wealth Consulting Services
Connecticut
$238K -$4.82K -42 -2%
CM
1148
Castleark Management
Illinois
$238K – – –
ZCA
1149
Zeke Capital Advisors
Pennsylvania
$234K -$3.9K -34 -2%
AWM
1150
Altium Wealth Management
New York
$234K +$11.1K +97 +5%
44 45
46
47 48