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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1301
Delap Wealth Advisory
Oregon
$318K +$290K +1,990 New
JCM
1302
Jacobsen Capital Management
Utah
$317K -$18.6K -128 -6%
WFI
1303
West Family Investments
California
$317K – – –
SIG
1304
Sargent Investment Group
Maryland
$316K +$3.64K +25 +1%
EP
1305
Edgestream Partners
New Jersey
$315K -$349K -2,394 -55%
SF
1306
Summit Financial
New Jersey
$315K -$6.41K -44 -2%
AMM
1307
American Money Management
California
$314K – – –
OPA
1308
Old Port Advisors
Maine
$312K -$3.06K -21 -1%
JWCA
1309
J.W. Cole Advisors
Florida
$311K +$50.7K +348 +22%
SIA
1310
Spectrum Investment Advisors
Wisconsin
$311K – – –
AC
1311
Allstate Corporation
Illinois
$307K -$15K -103 -5%
SWM
1312
Sugarloaf Wealth Management
Georgia
$307K +$20.1K +138 +8%
WF
1313
WoodTrust Financial
Wisconsin
$305K +$44.6K +306 +19%
PCTC
1314
Perkins Coie Trust Company
Washington
$304K – – –
KFSC
1315
Keystone Financial Services (Colorado)
Colorado
$303K -$6.12K -42 -2%
CAMG
1316
CWA Asset Management Group
Florida
$303K +$276K +1,896 New
GA
1317
Goldstein Advisors
Wisconsin
$301K -$146 -1 -0.1%
CFG
1318
CKW Financial Group
Hawaii
$301K – – –
PCMH
1319
Polymer Capital Management (HK)
Hong Kong
$300K +$273K +1,874 New
T
1320
TOBAM
France
$298K – – –
MW
1321
Marcum Wealth
Ohio
$297K -$583 -4 -0.2%
PVM
1322
Palogic Value Management
Texas
$297K +$2.33K +16 +0.9%
BWG
1323
Berry Wealth Group
Texas
$292K -$120K -822 -31%
LPAM
1324
Lodestar Private Asset Management
California
$292K – – –
RSA
1325
River Street Advisors
Illinois
$292K +$267K +1,830 New
51 52
53
54 55