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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
UCI
1126
Uncommon Cents Investing
Wisconsin
$250K – – –
QI
1127
Qtron Investments
Massachusetts
$249K +$240K +2,093 New
UAM
1128
UAS Asset Management
New York
$247K -$48.8K -425 -17%
BTW
1129
Boston Trust Walden
Massachusetts
$247K – – –
JA
1130
JLB & Associates
Michigan
$247K – – –
KFS
1131
Kaizen Financial Strategies
California
$246K -$6.2K -54 -3%
DBG
1132
De Burlo Group
Massachusetts
$246K – – –
LI
1133
LVZ Inc
Michigan
$244K – – –
SNBOSCI
1134
Security National Bank of Sioux City Iowa
Iowa
$244K – – –
IFAM
1135
Institutional & Family Asset Management
Colorado
$244K +$31.6K +275 +15%
SDWMA
1136
Schneider Downs Wealth Management Advisors
Pennsylvania
$244K +$235K +2,052 New
MS
1137
Maven Securities
Jersey
$243K -$1.58M -13,749 -87%
RWA
1138
Ropes Wealth Advisors
Massachusetts
$241K -$8.03K -70 -3%
SBSB
1139
Sullivan, Bruyette, Speros & Blaney
Virginia
$240K -$13.8K -120 -6%
BFO
1140
Biltmore Family Office
North Carolina
$238K -$230K -2,000 -50%
BW
1141
Bison Wealth
Georgia
$238K -$186K -1,620 -45%
BWCS
1142
Beirne Wealth Consulting Services
Connecticut
$238K -$4.82K -42 -2%
CM
1143
Castleark Management
Illinois
$238K – – –
ZCA
1144
Zeke Capital Advisors
Pennsylvania
$234K -$3.9K -34 -2%
AWM
1145
Altium Wealth Management
New York
$234K +$11.1K +97 +5%
PA
1146
Parallel Advisors
California
$233K +$25.7K +224 +13%
SOAMC
1147
Spirit of America Management Corp
New York
$232K – – –
BFA
1148
Beaumont Financial Advisors
Massachusetts
$229K -$12.2K -106 -5%
RBFC
1149
Roman Butler Fullerton & Co
Missouri
$229K +$209K +1,825 New
BO
1150
BRR OpCo
Ohio
$225K +$217K +1,889 New
44 45
46
47 48