Institutional Owners for FISV
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PINNACLE BANCORP INC | COM | 2051 | $195,939 | 1,226 | 0.00 | 0.00 | -526 | -30.02 | 03-31-2024 |
| SECURITY NATIONAL BANK | COM | 2052 | $191,784 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CREWE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -76 | -6.05 | 12-31-2023 |
| BAYSTATE WEALTH MANAGEMENT LLC | Stock | 2054 | $133,180 | 1,179 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
