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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1301
Essex Financial Services
Connecticut
$209K -$137K -1,168 -41%
KIA
1302
KCM Investment Advisors
California
$207K +$193K +1,638 New
PVM
1303
Palogic Value Management
Texas
$207K +$193K +1,638 New
PWP
1304
Phillips Wealth Planners
Mississippi
$206K -$33K -280 -15%
2L
1305
25 LLC
Missouri
$206K -$471 -4 -0.2%
LAM
1306
L2 Asset Management
Massachusetts
$203K +$190K +1,612 New
ODG
1307
O'Dell Group
Ohio
$203K +$189K +1,608 New
SIG
1308
Stonegate Investment Group
Alabama
$202K +$189K +1,605 New
VCM
1309
Vision Capital Management
Oregon
$202K +$189K +1,602 New
WF
1310
WoodTrust Financial
Wisconsin
$202K +$189K +1,602 New
AA
1311
Alta Advisers
United Kingdom
$202K – – –
ATFA
1312
All Terrain Financial Advisors
Minnesota
$202K +$188K +1,600 New
PIWA
1313
Prevail Innovative Wealth Advisors
Kansas
$202K +$188K +1,600 New
WTA
1314
Washington Trust Advisors
Massachusetts
$198K -$27.4K -233 -13%
PPC
1315
Park Place Capital
Alabama
$195K -$13.3K -113 -7%
SWA
1316
Sutton Wealth Advisors
Florida
$195K – – –
CFGS
1317
Concourse Financial Group Securities
Alabama
$195K +$1.65K +14 +0.9%
BAM
1318
Bellevue Asset Management
Washington
$194K – – –
SSB
1319
Sandy Spring Bank
Maryland
$190K -$10.5K -89 -6%
CSB
1320
City State Bank
Iowa
$189K – – –
PTC
1321
Private Trust Company
Ohio
$171K -$4.83K -41 -3%
SWM
1322
Sugarloaf Wealth Management
Georgia
$167K +$48.3K +410 +45%
PO
1323
Private Ocean
California
$165K +$89.7K +762 +140%
NIMI
1324
Natixis Investment Managers International
France
$157K -$9.06K -77 -6%
QC
1325
Quent Capital
New York
$155K – – –
51 52
53
54 55