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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1101
Golden State Equity Partners
California
$981 -$3.24K -58 -74%
BH
1102
Burk Holdings
Oklahoma
$981 – – –
WWM
1103
Wolff Wiese Magana
California
$981 +$1.12K +20 New
RWM
1104
Rialto Wealth Management
New York
$932 -$42.3K -757 -98%
AT
1105
Arlington Trust
Alabama
$932 – – –
BWS
1106
Buck Wealth Strategies
Colorado
$932 +$1.06K +19 New
AWM
1107
Abound Wealth Management
Tennessee
$883 -$3.63K -65 -78%
SFS
1108
Sunrise Financial Services
Washington
$883 -$671 -12 -40%
DWM
1109
Dogwood Wealth Management
Kansas
$883 -$615 -11 -38%
WA
1110
WestEnd Advisors
North Carolina
$883 +$56 +1 +6%
PS
1111
PayPay Securities
Japan
$883 +$447 +8 +80%
CCMI
1112
Creative Capital Management Investments
California
$883 +$1.01K +18 New
PWM
1113
Proathlete Wealth Management
Florida
$882 – – –
BHWM
1114
Bay Harbor Wealth Management
Maryland
$834 +$56 +1 +6%
MAM
1115
Marquette Asset Management
Minnesota
$785 +$894 +16 New
TFM
1116
TFC Financial Management
Massachusetts
$687 -$56 -1 -7%
MS
1117
Monetary Solutions
Ohio
$687 – – –
ACA
1118
American Capital Advisory
Idaho
$638 -$671 -12 -48%
PPC
1119
Park Place Capital
Alabama
$638 – – –
FFO
1120
Fortitude Family Office
Arizona
$589 -$279 -5 -29%
M
1121
MOTCO
Texas
$589 +$671 +12 New
BDPWM
1122
Barnes Dennig Private Wealth Management
Ohio
$540 +$615 +11 New
CSC
1123
Caldwell Sutter Capital
California
$491 – – –
MIM
1124
MTM Investment Management
South Carolina
$491 – – –
1CP
1125
1015 Capital Partners
Pennsylvania
$491 +$559 +10 New
43 44
45
46 47