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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1201
Reilly Financial Advisors
California
$44K
MS
1202
Marshall & Sullivan
Washington
$43.8K -$4.12M -38,249 -88%
BWM
1203
Birchcreek Wealth Management
Ohio
$42K +$40.3K +374 New
TI
1204
tru Independence
Oregon
$41.9K +$51.2K +475 +6%
SLF
1205
Sun Life Financial
Ontario, Canada
$39K +$431 +4 +1%
VCM
1206
Versant Capital Management
Arizona
$36K +$539 +5 +2%
PWM
1207
Perigon Wealth Management
California
$36K +$34.5K +320 New
TFIPS
1208
Towarzystwo Funduszy Inwestycyjnych PZU SA
$34.2K +$32.3K +300 New
CAAS
1209
Capital Asset Advisory Services
Michigan
$34K +$31.8K +295 New
CFG
1210
CKW Financial Group
Hawaii
$34K +$32.3K +300 New
SC
1211
Steph & Co
Wisconsin
$33K
SIS
1212
Sound Income Strategies
Florida
$31K
Loomis, Sayles & Company
1213
Loomis, Sayles & Company
Massachusetts
$30K -$2.48K -23 -8%
AIG
1214
American International Group
New York
$30K +$1.3M +12,110 +5%
PWMG
1215
Prestige Wealth Management Group
New Jersey
$29K -$6.14K -57 -18%
EARNEST Partners
1216
EARNEST Partners
Georgia
$28K
M
1217
MOTCO
Texas
$28K +$2.05K +19 +8%
WLPWM
1218
Walled Lake Planning & Wealth Management
Illinois
$27K
SL
1219
Savior LLC
Massachusetts
$26K
VCG
1220
Vantage Consulting Group
Virginia
$26K +$24.7K +229 New
OIM
1221
Oder Investment Management
California
$24K +$22K +204 New
RWB
1222
RMR Wealth Builders
New Jersey
$24K +$23.2K +215 New
AWG
1223
Altus Wealth Group
Colorado
$22K +$20.8K +193 New
AWM
1224
AllSquare Wealth Management
New York
$21K
JWM
1225
Janiczek Wealth Management
Colorado
$21K +$12.9K +120 +190%