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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1326
Sandler Capital Management
New York
$359K -$107K -650 -25%
BFO
1327
Biltmore Family Office
North Carolina
$359K – – –
CM
1328
Castleark Management
Illinois
$359K – – –
IWA
1329
Icon Wealth Advisors
Texas
$358K – – –
PWP
1330
Phillips Wealth Planners
Mississippi
$357K +$5.77K +35 +2%
MPM
1331
MBB Public Markets
Illinois
$356K -$6.48M -39,298 -95%
NPT
1332
Nixon Peabody Trust
Massachusetts
$355K – – –
GA
1333
Greenspring Advisors
Maryland
$354K +$325K +1,971 New
EM
1334
Excalibur Management
Massachusetts
$354K -$20.6K -125 -6%
QC
1335
Quent Capital
New York
$351K +$115K +700 +56%
WMA
1336
Wealth Management Associates
New Jersey
$350K +$1.98K +12 +0.6%
BMMM
1337
Boston Mountain Money Management
Arkansas
$348K -$3.46K -21 -1%
KMWM
1338
Keudell/Morrison Wealth Management
Oregon
$347K -$30.8K -187 -9%
CNBT
1339
Canandaigua National Bank & Trust
New York
$346K +$7.26K +44 +2%
WA
1340
Wealth Alliance
New York
$345K -$130K -787 -29%
DP
1341
Dearborn Partners
Illinois
$338K – – –
OFS
1342
OneAscent Financial Services
Alabama
$336K +$308K +1,870 New
FBT
1343
First Bank & Trust
South Dakota
$336K +$51.5K +312 +20%
MW
1344
Marcum Wealth
Ohio
$332K -$7.09K -43 -2%
MPW
1345
Monterey Private Wealth
California
$332K – – –
OPA
1346
Old Port Advisors
Maine
$330K -$20K -121 -6%
LFG
1347
Larson Financial Group
Missouri
$330K +$45.2K +274 +18%
LPAM
1348
Lodestar Private Asset Management
California
$329K – – –
PVM
1349
Palogic Value Management
Texas
$328K -$9.4K -57 -3%
FC
1350
FORA Capital
Florida
$328K +$301K +1,825 New
52 53
54
55 56