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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1476
Isthmus Partners
Wisconsin
$344K – – –
ISL
1477
Ingalls & Snyder LLC
New York
$343K -$25.2K -115 -7%
RCP
1478
Rothschild Capital Partners
New York
$340K – – –
BAM
1479
Bellevue Asset Management
Washington
$340K – – –
MSS
1480
Mitchell Sinkler & Starr
Pennsylvania
$339K -$50.4K -230 -13%
OL
1481
OneFund LLC
Florida
$337K +$219 +1 +0.1%
SI
1482
Severin Investments
Missouri
$337K -$5.91K -27 -2%
AAMA
1483
Advanced Asset Management Advisors
Ohio
$337K – – –
IAMOG
1484
Investors Asset Management of Georgia
Georgia
$336K – – –
JC
1485
JB Capital
Connecticut
$335K -$3.02M -13,789 -90%
RIA
1486
Richwood Investment Advisors
Ohio
$333K – – –
MAM
1487
Meeder Asset Management
Ohio
$332K +$34.6K +158 +12%
VCM
1488
Versant Capital Management
Arizona
$332K +$196K +893 +146%
PWPS
1489
Pinnacle Wealth Planning Services
Ohio
$331K +$44.9K +205 +16%
KMWM
1490
Keudell/Morrison Wealth Management
Oregon
$331K -$24.5K -112 -7%
UF
1491
Univest Financial
Pennsylvania
$331K +$87.6K +400 +36%
CWS
1492
Cypress Wealth Services
California
$331K +$39.4K +180 +14%
RZH
1493
Relyea Zuckerberg Hanson
Connecticut
$331K -$32.4K -148 -9%
UWM
1494
USAdvisors Wealth Management
Minnesota
$329K -$17.3K -79 -5%
1IA
1495
1834 Investment Advisors
Wisconsin
$329K -$52.3K -239 -14%
NEWAS
1496
N.E.W. Advisory Services
Wisconsin
$327K -$18K -82 -5%
RT
1497
Rockland Trust
Massachusetts
$327K – – –
PWM
1498
Pines Wealth Management
North Carolina
$325K +$363K +1,660 New
FMTC
1499
Farmers & Merchants Trust Company
California
$324K – – –
WGCA
1500
Wolf Group Capital Advisors
Virginia
$323K -$2.61M -11,915 -89%
58 59
60
61 62