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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Congress Wealth Management
Massachusetts
$250K -$35.3K -321 -13%
HIC
1202
Holderness Investments Company
North Carolina
$249K – – –
WP
1203
WealthPLAN Partners
Nebraska
$249K -$41.1K -374 -15%
PIM
1204
Penobscot Investment Management
Massachusetts
$249K – – –
AP
1205
Appleton Partners
Massachusetts
$248K -$28.2K -256 -10%
GP
1206
Girard Partners
Pennsylvania
$247K -$79K -718 -25%
SMA
1207
Sage Mountain Advisors
Georgia
$247K +$240K +2,183 New
OCM
1208
Osterweis Capital Management
California
$244K – – –
LC
1209
LCNB Corp
Ohio
$241K -$5.5K -50 -2%
FM
1210
Foster & Motley
Ohio
$239K +$232K +2,111 New
CNBT
1211
Canandaigua National Bank & Trust
New York
$238K +$232K +2,106 New
UCI
1212
Uncommon Cents Investing
Wisconsin
$237K – – –
AC
1213
Allstate Corporation
Illinois
$235K -$2.95M -26,788 -93%
LI
1214
LVZ Inc
Michigan
$234K +$7.15K +65 +3%
DBG
1215
De Burlo Group
Massachusetts
$233K – – –
PWP
1216
Phillips Wealth Planners
Mississippi
$232K -$770 -7 -0.4%
HTC
1217
Haverford Trust Company
Pennsylvania
$232K +$226K +2,055 New
PL
1218
Perpetual Ltd
Australia
$232K +$226K +2,055 New
PFBT
1219
Parkside Financial Bank & Trust
Missouri
$232K +$24.3K +221 +12%
BWP
1220
BSW Wealth Partners
Colorado
$231K +$225K +2,045 New
BFO
1221
Biltmore Family Office
North Carolina
$231K -$110 -1 -0%
SXL
1222
Summit X LLC
Missouri
$229K +$223K +2,026 New
TCOT
1223
Trust Company of Toledo
Ohio
$229K +$223K +2,023 New
BWM
1224
Baron Wealth Management
Michigan
$228K -$87.8K -798 -28%
FMP
1225
Financial Management Professionals
Texas
$228K -$6.05K -55 -3%
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