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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1101
Medallion Wealth Advisors
Connecticut
$17.3K – – –
WIM
1102
Westside Investment Management
California
$17.2K -$248 -4 -1%
CFB
1103
Cullen/Frost Bankers
Texas
$16.1K -$10.4K -168 -37%
CAL
1104
Capital Advisors Ltd
Ohio
$16K -$8.72K -141 -33%
OAJ
1105
Ogorek Anthony Joseph
New York
$16K +$11.5K +186 +169%
HNW
1106
High Note Wealth
Minnesota
$15.4K -$3.65K -59 -18%
GSIAS
1107
Garden State Investment Advisory Services
New Jersey
$15.3K -$17.7K -286 -51%
GCM
1108
Gunpowder Capital Management
Maryland
$15.3K – – –
EA
1109
Evergreen Advisors
Tennessee
$15.1K +$16.7K +270 New
TPWA
1110
Twin Peaks Wealth Advisors
California
$14.8K +$16.5K +266 New
Barrow, Hanley, Mewhinney & Strauss
1111
Barrow, Hanley, Mewhinney & Strauss
Texas
$14.3K +$1.73K +28 +12%
EPIM
1112
Evelyn Partners Investment Management
$13.9K – – –
MCA
1113
Midwest Capital Advisors
Michigan
$13.6K – – –
BC
1114
Broadwater Capital
Massachusetts
$13.4K – – –
AWM
1115
Activest Wealth Management
Florida
$13.4K -$3.16K -51 -18%
FMP
1116
Financial Management Professionals
Texas
$12.8K -$6.74K -109 -32%
HFS
1117
Horizon Financial Services
North Carolina
$12.8K +$12.9K +208 +990%
S
1118
Sachetta
Massachusetts
$12.7K +$9.34K +151 +196%
EFMH
1119
E Fund Management (HK)
Hong Kong
$12.6K +$8.11K +131 +138%
GSWM
1120
Golden State Wealth Management
California
$12.6K +$13.5K +218 +3,114%
SIS
1121
Sound Income Strategies
Florida
$12.4K – – –
KSB
1122
Kennebec Savings Bank
Maine
$12.3K – – –
BWAM
1123
Boyd Watterson Asset Management
Ohio
$12.3K +$4.39K +71 +48%
W
1124
WealthCollab
Washington
$12.1K +$12.2K +197 +985%
SIC
1125
SJS Investment Consulting
Ohio
$11.9K -$39.2K -633 -75%