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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CA
926
Crewe Advisors
Utah
$50.7K +$2.74K +49 +5%
HIA
927
Highland Investment Advisors
Florida
$47.6K +$54.2K +970 New
BWA
928
Basecamp Wealth Advisors
Washington
$46.7K -$33.3K -596 -39%
EWP
929
Elevation Wealth Partners
California
$46.3K +$44.5K +796 +538%
SWP
930
Strategic Wealth Partners
Ohio
$45.6K +$40.3K +721 +345%
CJ
931
Caitlin John
Michigan
$44.8K +$3.13K +56 +7%
ZBNA
932
Zions Bancorporation, National Association
Utah
$44.7K -$13.8K -247 -21%
BW
933
Basepoint Wealth
Iowa
$44.5K -$8.22K -147 -14%
IWP
934
IAG Wealth Partners
Wisconsin
$43.9K +$16.2K +290 +48%
CPG
935
Cornerstone Planning Group
New Jersey
$43.4K +$6.71K +120 +16%
TLA
936
Tanglewood Legacy Advisors
Texas
$42.8K – – –
TFGT
937
TS Financial Group (TSFG)
Illinois
$41K +$1.17K +21 +3%
EWM
938
Evermay Wealth Management
Virginia
$39.2K -$2.46K -44 -5%
BTI
939
Blue Trust Inc
Georgia
$39K -$48.7K -872 -52%
TC
940
Trust Company
Kansas
$38.2K – – –
HIM
941
Hillsdale Investment Management
Ontario, Canada
$37.3K -$12.6K -225 -23%
ISWM
942
Intesa Sanpaolo Wealth Management
$35.6K – – –
FPB
943
First PREMIER Bank
South Dakota
$35K – – –
SVWA
944
Sarver Vrooman Wealth Advisors
Missouri
$34.2K -$4.3K -77 -10%
TFIPS
945
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.8K – – –
BONH
946
Bank of New Hampshire
New Hampshire
$33.6K – – –
OCM
947
Osterweis Capital Management
California
$31.6K – – –
UOTTAIMCU
948
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$31.1K +$35.5K +635 New
JWA
949
JFS Wealth Advisors
Pennsylvania
$30.3K -$32.9K -588 -49%
KFAS
950
Keating Financial Advisory Services
Kansas
$29.8K -$8.22K -147 -19%