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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
1351
Perkins Coie Trust Company
Washington
$283K – – –
GA
1352
Goldstein Advisors
Wisconsin
$282K +$1.06K +7 +0.4%
MW
1353
Marcum Wealth
Ohio
$282K +$4.84K +32 +2%
PVM
1354
Palogic Value Management
Texas
$281K +$4.09K +27 +1%
CNBT
1355
Canandaigua National Bank & Trust
New York
$281K -$21.9K -145 -7%
DP
1356
Dearborn Partners
Illinois
$280K +$8.33K +55 +3%
CFG
1357
CKW Financial Group
Hawaii
$280K – – –
MSS
1358
Mitchell Sinkler & Starr
Pennsylvania
$279K +$267K +1,767 New
SOW
1359
State of Wyoming
Wyoming
$278K +$182K +1,204 +182%
MPW
1360
Monterey Private Wealth
California
$275K +$16.3K +108 +6%
BAM
1361
Belpointe Asset Management
Nevada
$275K -$116K -766 -29%
CCWM
1362
Cassaday & Co Wealth Management
Virginia
$273K -$40.4K -267 -13%
LPAM
1363
Lodestar Private Asset Management
California
$273K – – –
AIA
1364
Alera Investment Advisors
Illinois
$272K +$276K +1,826 New
NPF
1365
Norris Perne & French
Michigan
$271K – – –
ECG
1366
Edge Capital Group
Georgia
$271K – – –
CH
1367
Cromwell Holdings
Wyoming
$269K +$274K +1,807 New
SFS
1368
Security Financial Services
Indiana
$269K +$1.06K +7 +0.4%
WF
1369
WoodTrust Financial
Wisconsin
$269K -$15.3K -101 -5%
ATI
1370
Act Two Investors
California
$268K +$272K +1,795 New
RSA
1371
River Street Advisors
Illinois
$264K -$9.08K -60 -3%
PWP
1372
Phillips Wealth Planners
Mississippi
$264K -$2.57K -17 -1%
TCOT
1373
Trust Company of Toledo
Ohio
$263K +$12.7K +84 +5%
LC
1374
LCNB Corp
Ohio
$262K – – –
IBOK
1375
Independence Bank of Kentucky
Kentucky
$262K – – –