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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1201
Baystate Wealth Management
Massachusetts
$140K – – –
CSB
1202
City State Bank
Iowa
$140K +$140K +1,351 New
DMBA
1203
Deseret Mutual Benefit Administrators
Utah
$136K -$81.1K -784 -37%
1IA
1204
1834 Investment Advisors
Wisconsin
$134K +$2.07K +20 +2%
ZIG
1205
Zullo Investment Group
Pennsylvania
$125K +$124K +1,201 New
TWA
1206
TCI Wealth Advisors
Arizona
$124K +$1.34K +13 +1%
GWSG
1207
GPS Wealth Strategies Group
Colorado
$119K +$24.5K +237 +26%
OC
1208
Oakworth Capital
Alabama
$118K +$80.3K +777 +216%
WOSD
1209
WFA of San Diego
California
$117K – – –
JFA
1210
JNBA Financial Advisors
Minnesota
$116K -$30.2K -292 -21%
NFG
1211
Next Financial Group
Texas
$115K +$13.1K +127 +13%
GTAM
1212
Global Trust Asset Management
Florida
$113K – – –
OIA
1213
Optimum Investment Advisors
Illinois
$112K -$31K -300 -22%
CAM
1214
CenterStar Asset Management
Illinois
$110K – – –
TAIM
1215
TD Ameritrade Investment Management
Nebraska
$109K +$108K +1,047 New
KC
1216
Kenfarb & Co
Kentucky
$109K +$109K +1,050 New
WAM
1217
WFA Asset Management
Wisconsin
$109K +$109K +1,050 New
AP
1218
Atwood & Palmer
Missouri
$104K – – –
KPCM
1219
Kings Point Capital Management
New York
$104K – – –
QC
1220
Quent Capital
New York
$102K +$101K +980 New
LC
1221
Lindbrook Capital
California
$99K +$11.5K +111 +13%
CFA
1222
Carroll Financial Associates
North Carolina
$91K -$2.58K -25 -3%
FFA
1223
Freedman Financial Associates
Massachusetts
$90K – – –
CWS
1224
Confluence Wealth Services
Pennsylvania
$90K +$90.1K +871 New
NSB
1225
Norway Savings Bank
Maine
$86K – – –