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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1526
Atlantic Union Bankshares
Virginia
$298K – – –
SWM
1527
Seed Wealth Management
Illinois
$298K – – –
CSB
1528
City State Bank
Iowa
$297K – – –
VCP
1529
Verus Capital Partners
Arizona
$296K -$22.8K -104 -7%
CCA
1530
Cobblestone Capital Advisors
New York
$295K -$1.31K -6 -0.4%
LAM
1531
Longboard Asset Management
Arizona
$295K – – –
SOW
1532
State of Wyoming
Wyoming
$293K -$206K -940 -41%
PCS
1533
Personal CFO Solutions
New Jersey
$293K +$33.7K +154 +13%
IA
1534
IAM Advisory
Pennsylvania
$293K – – –
FFA
1535
Fragasso Financial Advisors
Pennsylvania
$293K +$10.3K +47 +4%
JSAM
1536
J. Safra Asset Management
New York
$293K +$136K +621 +88%
OCM
1537
Osterweis Capital Management
California
$291K – – –
SGI
1538
Summit Global Investments
Utah
$291K -$328K -1,500 -53%
TC
1539
Trust Company
Kansas
$291K +$3.94K +18 +1%
LFG
1540
Larson Financial Group
Missouri
$290K +$55K +251 +24%
AMM
1541
American Money Management
California
$289K – – –
BAM
1542
Berkshire Asset Management
Pennsylvania
$288K +$20.1K +92 +6%
NI
1543
Natural Investments
California
$288K +$657 +3 +0.2%
LWM
1544
Laidlaw Wealth Management
New York
$286K +$284K +1,297 New
FPGT
1545
Financial Partners Group (Tennessee)
Tennessee
$286K – – –
FMP
1546
Financial Management Professionals
Texas
$286K +$8.32K +38 +3%
AHL
1547
Abel Hall LLC
Louisiana
$286K +$283K +1,293 New
BF
1548
bLong Financial
Tennessee
$284K – – –
IIM
1549
Ipswich Investment Management
Massachusetts
$284K -$221K -1,010 -44%
PPW
1550
Presilium Private Wealth
Pennsylvania
$283K – – –
60 61
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