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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
RPSA
1151
Richard P. Slaughter Associates
Texas
$223K – – –
AT
1152
American Trust
Kentucky
$223K +$223K +2,200 New
SC
1153
Sepio Capital
Utah
$222K – – –
CF
1154
Corrigan Financial
Rhode Island
$221K +$221K +2,181 New
CFO
1155
CVA Family Office
Colorado
$221K +$28.3K +280 +15%
KIA
1156
KCM Investment Advisors
California
$220K -$27.9K -276 -11%
OCM
1157
Osterweis Capital Management
California
$219K – – –
CPIG
1158
Chicago Partners Investment Group
Illinois
$216K -$79.6K -786 -26%
TSW
1159
Thompson Siegel & Walmsley
Virginia
$216K -$1.01K -10 -0.5%
CW
1160
CreativeOne Wealth
Kansas
$215K +$214K +2,116 New
BPWM
1161
Badgley Phelps Wealth Managers
Washington
$213K -$12.7K -125 -6%
UCI
1162
Uncommon Cents Investing
Wisconsin
$213K – – –
BP
1163
BBR Partners
New York
$210K – – –
JA
1164
JLB & Associates
Michigan
$210K – – –
FWM
1165
Frontier Wealth Management
Missouri
$210K +$215K +2,124 New
DBG
1166
De Burlo Group
Massachusetts
$209K – – –
AWP
1167
Ascent Wealth Partners
New York
$208K -$4.55K -45 -2%
LI
1168
LVZ Inc
Michigan
$208K – – –
BJL
1169
Brighton Jones LLC
Washington
$208K +$101 +1 +0%
CFG
1170
CKW Financial Group
Hawaii
$206K +$50.6K +500 +33%
GA
1171
Geller Advisors
New York
$204K -$7.89K -78 -4%
LC
1172
LCNB Corp
Ohio
$204K -$6.58K -65 -3%
MFW
1173
Meristem Family Wealth
Minnesota
$204K – – –
BFO
1174
Biltmore Family Office
North Carolina
$203K – – –
CM
1175
Castleark Management
Illinois
$203K – – –
45 46
47
48 49