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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1201
Holderness Investments Company
North Carolina
$249K – – –
WP
1202
WealthPLAN Partners
Nebraska
$249K -$41.1K -374 -15%
PIM
1203
Penobscot Investment Management
Massachusetts
$249K – – –
AP
1204
Appleton Partners
Massachusetts
$248K -$28.2K -256 -10%
GP
1205
Girard Partners
Pennsylvania
$247K -$79K -718 -25%
SMA
1206
Sage Mountain Advisors
Georgia
$247K +$240K +2,183 New
OCM
1207
Osterweis Capital Management
California
$244K – – –
LC
1208
LCNB Corp
Ohio
$241K -$5.5K -50 -2%
FM
1209
Foster & Motley
Ohio
$239K +$232K +2,111 New
CNBT
1210
Canandaigua National Bank & Trust
New York
$238K +$232K +2,106 New
UCI
1211
Uncommon Cents Investing
Wisconsin
$237K – – –
AC
1212
Allstate Corporation
Illinois
$235K -$2.95M -26,788 -93%
LI
1213
LVZ Inc
Michigan
$234K +$7.15K +65 +3%
DBG
1214
De Burlo Group
Massachusetts
$233K – – –
PWP
1215
Phillips Wealth Planners
Mississippi
$232K -$770 -7 -0.4%
HTC
1216
Haverford Trust Company
Pennsylvania
$232K +$226K +2,055 New
PL
1217
Perpetual Ltd
Australia
$232K +$226K +2,055 New
PFBT
1218
Parkside Financial Bank & Trust
Missouri
$232K +$24.3K +221 +12%
BWP
1219
BSW Wealth Partners
Colorado
$231K +$225K +2,045 New
BFO
1220
Biltmore Family Office
North Carolina
$231K -$110 -1 -0%
SXL
1221
Summit X LLC
Missouri
$229K +$223K +2,026 New
TCOT
1222
Trust Company of Toledo
Ohio
$229K +$223K +2,023 New
BWM
1223
Baron Wealth Management
Michigan
$228K -$87.8K -798 -28%
FMP
1224
Financial Management Professionals
Texas
$228K -$6.05K -55 -3%
CHP
1225
Cable Hill Partners
Oregon
$227K +$221K +2,010 New
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