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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1201
Ancora Advisors
Ohio
$46K +$10.8K +100 +33%
ME
1202
McIlrath & Eck
Washington
$46K +$22.1K +205 +103%
WEC
1203
Winslow Evans & Crocker
Massachusetts
$45K – – –
RFA
1204
Reilly Financial Advisors
California
$44K – – –
MS
1205
Marshall & Sullivan
Washington
$43.8K -$4.12M -38,249 -88%
BWM
1206
Birchcreek Wealth Management
Ohio
$42K +$40.3K +374 New
TI
1207
tru Independence
Oregon
$41.9K +$51.2K +475 +6%
SLF
1208
Sun Life Financial
Ontario, Canada
$39K +$431 +4 +1%
VCM
1209
Versant Capital Management
Arizona
$36K +$539 +5 +2%
PWM
1210
Perigon Wealth Management
California
$36K +$34.5K +320 New
TFIPS
1211
Towarzystwo Funduszy Inwestycyjnych PZU SA
$34.2K +$32.3K +300 New
CAAS
1212
Capital Asset Advisory Services
Michigan
$34K +$31.8K +295 New
CFG
1213
CKW Financial Group
Hawaii
$34K +$32.3K +300 New
SC
1214
Steph & Co
Wisconsin
$33K – – –
SIS
1215
Sound Income Strategies
Florida
$31K – – –
Loomis, Sayles & Company
1216
Loomis, Sayles & Company
Massachusetts
$30K -$2.48K -23 -8%
PWMG
1217
Prestige Wealth Management Group
New Jersey
$29K -$6.14K -57 -18%
EARNEST Partners
1218
EARNEST Partners
Georgia
$28K – – –
M
1219
MOTCO
Texas
$28K +$2.05K +19 +8%
WLPWM
1220
Walled Lake Planning & Wealth Management
Illinois
$27K – – –
SL
1221
Savior LLC
Massachusetts
$26K – – –
VCG
1222
Vantage Consulting Group
Virginia
$26K +$24.7K +229 New
OIM
1223
Oder Investment Management
California
$24K +$22K +204 New
RWB
1224
RMR Wealth Builders
New Jersey
$24K +$23.2K +215 New
AWG
1225
Altus Wealth Group
Colorado
$22K +$20.8K +193 New