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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1126
Columbia Trust
Oregon
$254K – – –
KIA
1127
KCM Investment Advisors
California
$254K +$253K +2,443 New
AG
1128
AlphaSimPlex Group
Massachusetts
$253K -$382K -3,699 -60%
JCM
1129
Janney Capital Management
Pennsylvania
$253K – – –
PCP
1130
Proficio Capital Partners
Massachusetts
$253K +$5.38K +52 +2%
PSP
1131
Principal Street Partners
Tennessee
$252K -$37.7K -365 -13%
EWM
1132
Evermay Wealth Management
Virginia
$251K – – –
TTWM
1133
TCV Trust & Wealth Management
Virginia
$251K +$250K +2,420 New
DP
1134
Dearborn Partners
Illinois
$249K – – –
WFI
1135
West Family Investments
California
$249K +$248K +2,396 New
CG
1136
Corundum Group
Colorado
$249K +$248K +2,400 New
FPCG
1137
Fort Pitt Capital Group
Pennsylvania
$249K +$248K +2,402 New
MSFP
1138
Mark Sheptoff Financial Planning
Connecticut
$247K – – –
BCM
1139
Brooktree Capital Management
Michigan
$247K +$246K +2,379 New
YC
1140
Yarbrough Capital
Tennessee
$246K +$245K +2,370 New
TPCW
1141
TD Private Client Wealth
New York
$245K -$6.2K -60 -2%
BDF
1142
Balasa Dinverno & Foltz
$245K -$7.65K -74 -3%
WP
1143
WealthPLAN Partners
Nebraska
$243K -$20.7K -200 -8%
SCM
1144
Schnieders Capital Management
California
$242K +$241K +2,331 New
PGAM
1145
Princeton Global Asset Management
New Jersey
$239K – – –
WWM
1146
Western Wealth Management
Colorado
$239K +$245K +2,374 New
CCM
1147
Chickasaw Capital Management
Tennessee
$236K -$31.3K -303 -12%
SCA
1148
Stonebridge Capital Advisors
Minnesota
$236K +$6.83K +66 +3%
CA
1149
CoreCap Advisors
Michigan
$235K +$234K +2,260 New
SBH
1150
Segall Bryant & Hamill
Illinois
$234K -$131K -1,266 -36%
44 45
46
47 48