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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1326
Center for Financial Planning
Michigan
$472K – – –
IMC
1327
Investment Management Corporation
Virginia
$472K +$469K +2,297 New
IIM
1328
Ipswich Investment Management
Massachusetts
$471K – – –
WCF
1329
West Coast Financial
California
$471K – – –
SIM
1330
Sentry Investment Management
Wisconsin
$469K -$75.9K -372 -14%
SOW
1331
State of Wyoming
Wyoming
$466K +$343K +1,678 +284%
KIA
1332
KCM Investment Advisors
California
$464K +$170K +831 +58%
CPIA
1333
Cornell Pochily Investment Advisors
New York
$463K -$6.12K -30 -1%
AF
1334
Arrow Financial
New York
$462K – – –
PTC
1335
Private Trust Company
Ohio
$461K -$95.1K -466 -17%
WCM
1336
WealthBridge Capital Management
Ohio
$458K – – –
HS
1337
Horan Securities
United States
$456K -$2.65K -13 -0.6%
BFA
1338
Beaumont Financial Advisors
Massachusetts
$454K +$451K +2,210 New
IBOK
1339
Independence Bank of Kentucky
Kentucky
$453K -$21.4K -105 -5%
BWG
1340
Berry Wealth Group
Texas
$453K +$22.5K +110 +5%
CCG
1341
Cypress Capital Group
Florida
$452K -$3.67K -18 -0.8%
LAM
1342
L2 Asset Management
Massachusetts
$450K -$26.7K -131 -6%
DWM
1343
Dechtman Wealth Management
Colorado
$449K – – –
GFP
1344
Gryphon Financial Partners
Ohio
$449K -$4.9K -24 -1%
ACP
1345
Aveo Capital Partners
Colorado
$448K -$817 -4 -0.2%
TCM
1346
Teza Capital Management
Illinois
$447K – – –
VFPW
1347
Vantage Financial Partners (Wisconsin)
Wisconsin
$446K -$74.9K -367 -14%
WPWM
1348
Western Pacific Wealth Management
Illinois
$446K +$145K +710 +49%
PCM
1349
Permanent Capital Management
Illinois
$445K +$443K +2,168 New
WFI
1350
West Family Investments
California
$444K -$6.12K -30 -1%