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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1451
NewEdge Wealth
Pennsylvania
$208K +$203K +1,393 New
TAM
1452
Trillium Asset Management
Massachusetts
$206K +$188K +1,291 New
FFG
1453
Fortem Financial Group
California
$206K +$188K +1,288 New
CCA
1454
Cobblestone Capital Advisors
New York
$205K +$187K +1,284 New
FTWA
1455
Fifth Third Wealth Advisors
Ohio
$205K +$186K +1,280 New
WP
1456
WMS Partners
Maryland
$204K +$186K +1,279 New
SSB
1457
Sandy Spring Bank
Maryland
$203K -$6.12K -42 -3%
FPGT
1458
Financial Partners Group (Tennessee)
Tennessee
$202K +$184K +1,264 New
FMP
1459
Financial Management Professionals
Texas
$202K -$24K -165 -12%
HW
1460
Hancock Whitney
Mississippi
$201K +$183K +1,259 New
WFA
1461
Wellspring Financial Advisors
Ohio
$201K +$183K +1,257 New
HTC
1462
Haverford Trust Company
Pennsylvania
$201K +$183K +1,256 New
AG
1463
AlTi Global
New York
$200K +$183K +1,254 New
AC
1464
Armistice Capital
New York
$200K +$182K +1,253 New
PB
1465
Pinnacle Bancorp
Nebraska
$196K -$76.6K -526 -30%
OIAM
1466
OFI Invest Asset Management
France
$195K +$192K +1,319 New
QC
1467
Quent Capital
New York
$194K +$9.9K +68 +6%
SNB
1468
Security National Bank
Nebraska
$192K – – –
WSCM
1469
Wellington Shields Capital Management
New York
$192K +$175K +1,200 New
HBW
1470
Hazlett, Burt & Watson
West Virginia
$189K -$29.1K -200 -15%
JFA
1471
JNBA Financial Advisors
Minnesota
$178K – – –
NIMI
1472
Natixis Investment Managers International
France
$161K -$24.2K -166 -14%
AP
1473
Atwood & Palmer
Missouri
$160K – – –
RTC
1474
Riverview Trust Company
Washington
$157K +$143K +980 New
BTI
1475
Blue Trust Inc
Georgia
$154K -$96.6K -663 -41%
57 58
59
60 61