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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
ESCM
1151
Echo Street Capital Management
New York
$229K +$249K +2,140 New
IA
1152
IFP Advisors
Florida
$228K -$97.3K -837 -28%
BHBT
1153
Burke & Herbert Bank & Trust
Virginia
$227K – – –
NAM
1154
NTV Asset Management
West Virginia
$227K – – –
RWA
1155
Ropes Wealth Advisors
Massachusetts
$227K +$3.25K +28 +1%
QI
1156
Qtron Investments
Massachusetts
$224K – – –
UCI
1157
Uncommon Cents Investing
Wisconsin
$224K – – –
UAM
1158
UAS Asset Management
New York
$222K – – –
JA
1159
JLB & Associates
Michigan
$221K – – –
SMC
1160
Smith, Moore & Co
Missouri
$221K +$23.3K +200 +11%
SIG
1161
Sargent Investment Group
Maryland
$220K -$8.72K -75 -4%
DBG
1162
De Burlo Group
Massachusetts
$220K – – –
SNBOSD
1163
Security National Bank of So Dak
Iowa
$220K +$239K +2,052 New
LI
1164
LVZ Inc
Michigan
$219K – – –
CT
1165
Columbia Trust
Oregon
$219K +$239K +2,052 New
MPW
1166
Monterey Private Wealth
California
$218K +$50.6K +435 +27%
IFG
1167
Independent Financial Group
California
$218K +$237K +2,038 New
RIA
1168
Realta Investment Advisors
Delaware
$216K +$235K +2,024 New
SDWMA
1169
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K -$4.65K -40 -2%
BFO
1170
Biltmore Family Office
North Carolina
$214K – – –
CM
1171
Castleark Management
Illinois
$214K – – –
SAM
1172
Silphium Asset Management
United Kingdom
$214K +$233K +2,000 New
FFBTD
1173
First Financial Bank - Trust Division
Ohio
$208K -$133K -1,143 -37%
SOAMC
1174
Spirit of America Management Corp
New York
$208K – – –
MSU
1175
Mizuho Securities USA
New York
$208K +$226K +1,946 New
45 46
47
48 49