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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
1276
Old Port Advisors
Maine
$227K +$247K +2,007 New
LFA
1277
Legacy Financial Advisors
Kentucky
$226K +$7.88K +64 +3%
BFO
1278
Biltmore Family Office
North Carolina
$226K – – –
CM
1279
Castleark Management
Illinois
$226K – – –
LI
1280
LVZ Inc
Michigan
$226K – – –
OCM
1281
Osterweis Capital Management
California
$225K – – –
GA
1282
Goldstein Advisors
Wisconsin
$224K +$2.46K +20 +1%
VCM
1283
Virtue Capital Management
Tennessee
$224K – – –
CA
1284
Claro Advisors
Massachusetts
$222K +$493 +4 +0.2%
WPWM
1285
Western Pacific Wealth Management
Illinois
$222K +$24K +195 +11%
CWM
1286
Congress Wealth Management
Massachusetts
$222K -$112K -907 -32%
AMM
1287
American Money Management
California
$222K +$26.2K +213 +12%
WWM
1288
Western Wealth Management
Colorado
$220K – – –
SIG
1289
Sargent Investment Group
Maryland
$220K -$1.23K -10 -0.5%
KFSC
1290
Keystone Financial Services (Colorado)
Colorado
$220K -$142K -1,150 -37%
WFI
1291
West Family Investments
California
$220K – – –
WMA
1292
Wealth Management Associates
New Jersey
$219K – – –
EFSCE
1293
Enterprise Financial Services Corp (EFSC)
Missouri
$219K -$369 -3 -0.2%
LC
1294
LCNB Corp
Ohio
$218K – – –
AWM
1295
Angeles Wealth Management
California
$218K +$17.9K +145 +8%
PWM
1296
Perigon Wealth Management
California
$218K +$23.2K +188 +11%
GP
1297
Girard Partners
Pennsylvania
$217K -$246 -2 -0.1%
PCTC
1298
Perkins Coie Trust Company
Washington
$216K +$236K +1,913 New
CFG
1299
CKW Financial Group
Hawaii
$215K – – –
WF
1300
WoodTrust Financial
Wisconsin
$215K +$36.9K +300 +19%
50 51
52
53 54