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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
1051
Signature Resources Capital Management
California
$5.4K – – –
JWM
1052
JPL Wealth Management
Colorado
$5.25K -$4.19K -75 -41%
CAL
1053
Capital Analysts LLC
Pennsylvania
$5K -$5.14K -92 -51%
GGI
1054
Godsey & Gibb Inc
Virginia
$4.91K – – –
KFG
1055
Kingdom Financial Group
Arizona
$4.86K +$5.53K +99 New
LWM
1056
Lodestone Wealth Management
Washington
$4.56K – – –
DAM
1057
Delta Asset Management
Tennessee
$4.42K – – –
PP
1058
PFS Partners
New Jersey
$4.42K – – –
BC
1059
Barrett & Company
Rhode Island
$4.41K – – –
PS
1060
Planning Strategies
Pennsylvania
$4.37K +$4.97K +89 New
TWD
1061
True Wealth Design
Ohio
$4.22K -$19.4K -348 -80%
EB
1062
Eastern Bank
Massachusetts
$4.02K +$3.91K +70 +583%
NWMP
1063
Noble Wealth Management PBC
Colorado
$3.92K – – –
AAG
1064
Armstrong Advisory Group
Massachusetts
$3.88K -$6.43K -115 -59%
WAU
1065
Wellington-Altus USA
Manitoba, Canada
$3.63K +$3.63K +65 New
PUI
1066
Purpose Unlimited Inc
$3.63K +$2.07K +37 +103%
PWMG
1067
Private Wealth Management Group
New Jersey
$3.14K – – –
BFS
1068
Beacon Financial Strategies
North Carolina
$2.99K – – –
IRAG
1069
Investment Research & Advisory Group
Georgia
$2.89K +$1.62K +29 New
MAFA
1070
MJT & Associates Financial Advisory
Minnesota
$2.8K – – –
WAG
1071
Wilkerson Advisory Group
Missouri
$2.7K -$7.04K -126 -70%
T
1072
Tidemark
California
$2.55K -$838 -15 -22%
CWM
1073
Consultiva Wealth Management
Puerto Rico
$2.5K – – –
SGK
1074
Steigerwald Gordon & Koch
Virginia
$2.45K – – –
YAL
1075
Your Advocates Ltd
Texas
$2.45K – – –
41 42
43
44 45