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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1526
City State Bank
Iowa
$297K – – –
VCP
1527
Verus Capital Partners
Arizona
$296K -$22.8K -104 -7%
CCA
1528
Cobblestone Capital Advisors
New York
$295K -$1.31K -6 -0.4%
LAM
1529
Longboard Asset Management
Arizona
$295K – – –
SOW
1530
State of Wyoming
Wyoming
$293K -$206K -940 -41%
PCS
1531
Personal CFO Solutions
New Jersey
$293K +$33.7K +154 +13%
IA
1532
IAM Advisory
Pennsylvania
$293K – – –
FFA
1533
Fragasso Financial Advisors
Pennsylvania
$293K +$10.3K +47 +4%
JSAM
1534
J. Safra Asset Management
New York
$293K +$136K +621 +88%
OCM
1535
Osterweis Capital Management
California
$291K – – –
SGI
1536
Summit Global Investments
Utah
$291K -$328K -1,500 -53%
TC
1537
Trust Company
Kansas
$291K +$3.94K +18 +1%
LFG
1538
Larson Financial Group
Missouri
$290K +$55K +251 +24%
AMM
1539
American Money Management
California
$289K – – –
BAM
1540
Berkshire Asset Management
Pennsylvania
$288K +$20.1K +92 +6%
NI
1541
Natural Investments
California
$288K +$657 +3 +0.2%
LWM
1542
Laidlaw Wealth Management
New York
$286K +$284K +1,297 New
FPGT
1543
Financial Partners Group (Tennessee)
Tennessee
$286K – – –
FMP
1544
Financial Management Professionals
Texas
$286K +$8.32K +38 +3%
AHL
1545
Abel Hall LLC
Louisiana
$286K +$283K +1,293 New
BF
1546
bLong Financial
Tennessee
$284K – – –
IIM
1547
Ipswich Investment Management
Massachusetts
$284K -$221K -1,010 -44%
PPW
1548
Presilium Private Wealth
Pennsylvania
$283K – – –
RRCM
1549
Rappaport Reiches Capital Management
Illinois
$282K +$10.5K +48 +4%
LSIA
1550
LaSalle St. Investment Advisors
Illinois
$281K +$13.6K +62 +5%
60 61
62
63 64