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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1101
Citadel Investment Advisory
Ohio
$497K -$28.5K -232 -6%
FHA
1102
Flagship Harbor Advisors
Massachusetts
$496K -$4.42K -36 -1%
QWP
1103
Quotient Wealth Partners
Texas
$491K +$453K +3,693 New
PA
1104
Parallel Advisors
California
$490K -$29.5K -240 -6%
QWM
1105
Quadcap Wealth Management
Texas
$490K +$453K +3,689 New
SOS
1106
Silver Oak Securities
Tennessee
$487K +$148K +1,206 +49%
PFBT
1107
Parkside Financial Bank & Trust
Missouri
$486K -$7.61K -62 -2%
SCA
1108
Stonebridge Capital Advisors
Minnesota
$479K +$42.2K +344 +11%
CWP
1109
Curated Wealth Partners
California
$478K +$29.6K +241 +7%
EP
1110
EPIQ Partners
Minnesota
$476K
HWA
1111
Heritage Wealth Advisors
Virginia
$472K
FPIS
1112
Financial Planning & Information Services
Wisconsin
$471K
GD
1113
Grandfield & Dodd
New York
$471K +$22.5K +183 +5%
CC
1114
Cannell & Co
New York
$468K
Empower Advisory Group
1115
Empower Advisory Group
Colorado
$465K +$1.23K +10 +0.3%
HIC
1116
Holderness Investments Company
North Carolina
$465K +$148K +1,205 +53%
CC
1117
Chicago Capital
Illinois
$464K +$429K +3,496 New
TIA
1118
Tiemann Investment Advisors
California
$464K -$55.2K -450 -11%
MLL
1119
Moody Lynn & Lieberson
Massachusetts
$462K
WIA
1120
World Investment Advisors
California
$461K +$426K +3,473 New
SI
1121
Symmetry Investments
Jersey
$461K +$84.4K +688 +25%
FM
1122
Foster & Motley
Ohio
$459K -$67.2K -548 -14%
MIA
1123
MMBG Investment Advisors
Florida
$458K
JWM
1124
JGP Wealth Management
Oregon
$457K +$58.2K +474 +16%
IGAM
1125
iA Global Asset Management
Quebec, Canada
$453K -$579K -4,717 -58%