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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
1476
Riverview Trust Company
Washington
$157K +$143K +980 New
BTI
1477
Blue Trust Inc
Georgia
$154K -$96.6K -663 -41%
GAA
1478
Global Assets Advisory
Florida
$154K +$142K +973 New
TFA
1479
Transamerica Financial Advisors
Florida
$152K -$457K -3,137 -77%
EPW
1480
Evergreen Private Wealth
Colorado
$152K -$40.6K -279 -23%
ZB
1481
Zions Bancorporation
Utah
$149K +$64.7K +444 +90%
CA
1482
Continuum Advisory
Idaho
$148K -$492K -3,381 -78%
CG
1483
Cutler Group
California
$146K -$1.14M -7,800 -89%
TCOV
1484
Trust Company of Vermont
Vermont
$143K -$583 -4 -0.4%
TLA
1485
Tanglewood Legacy Advisors
Texas
$139K – – –
C
1486
Covestor
United Kingdom
$138K +$23.4K +161 +23%
EWM
1487
Evermay Wealth Management
Virginia
$137K -$3.35K -23 -3%
BWM
1488
BKM Wealth Management
Wisconsin
$134K +$73.4K +504 +150%
TF
1489
Tompkins Financial
New York
$131K +$5.1K +35 +4%
LSA
1490
Leonteq Securities AG
Switzerland
$129K -$159K -1,095 -58%
RBC
1491
Roble Belko & Company
Pennsylvania
$128K – – –
AAG
1492
Accordant Advisory Group
Maryland
$127K +$116K +797 New
AIM
1493
Arcadia Investment Management
Michigan
$125K – – –
RIL
1494
Rothschild Investment LLC
Illinois
$124K +$8.16K +56 +8%
WWP
1495
WR Wealth Planners
Missouri
$114K +$104K +715 New
WAM
1496
WFA Asset Management
Wisconsin
$114K – – –
BONH
1497
Bank of New Hampshire
New Hampshire
$113K – – –
GITFIT
1498
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$112K – – –
GI
1499
Gradient Investments
Minnesota
$108K -$286K -1,962 -74%
SOW
1500
State of Wyoming
Wyoming
$106K -$144K -992 -60%
58 59
60
61 62