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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1201
SHP Wealth Management
Massachusetts
$2.69K +$1.98K +32 +200%
CMA
1202
Cedar Mountain Advisors
Oregon
$2.57K +$2.48K +40 +667%
PWA
1203
Principia Wealth Advisory
Texas
$2.51K +$1.05K +17 +61%
CFM
1204
Cornerstone Financial Management
Massachusetts
$2.34K +$495 +8 +24%
RJA
1205
Ross\Johnson & Associates
Minnesota
$2.29K – – –
WTA
1206
Washington Trust Advisors
Massachusetts
$2.23K +$2.48K +40 New
RWS
1207
Retirement Wealth Solutions
Wisconsin
$2.12K +$2.35K +38 New
HI
1208
Hoey Investments
Pennsylvania
$2.06K -$6.19K -100 -73%
PUI
1209
Purpose Unlimited Inc
$2.01K +$2.23K +36 New
AFC
1210
Ares Financial Consulting
California
$2K – – –
TF
1211
Tompkins Financial
New York
$1.95K – – –
CFSG
1212
Community Financial Services Group
Vermont
$1.94K +$2.17K +35 New
SFS
1213
Sunrise Financial Services
Washington
$1.67K +$743 +12 +67%
WA
1214
Whipplewood Advisors
Colorado
$1.67K +$743 +12 +67%
DWM
1215
Dogwood Wealth Management
Kansas
$1.62K -$557 -9 -24%
CWP
1216
Clark Wealth Partners
Illinois
$1.51K +$1.67K +27 New
ACA
1217
American Capital Advisory
Idaho
$1.4K -$62 -1 -4%
SIM
1218
Synergy Investment Management
Florida
$1.4K +$1.55K +25 New
TSMHT
1219
Thurston Springer Miller Herd & Titak
Indiana
$1.39K -$1.24K -20 -44%
PWS
1220
Peterson Wealth Services
Utah
$1.34K -$136K -2,194 -99%
BHWM
1221
Beaird Harris Wealth Management
Texas
$1.17K – – –
NL
1222
NVWM LLC
Pennsylvania
$1.12K – – –
BH
1223
Burk Holdings
Oklahoma
$1.12K +$1.24K +20 New
PWA
1224
Portus Wealth Advisors
North Carolina
$1.12K +$1.24K +20 New
CIAS
1225
CBIZ Investment Advisory Services
Ohio
$1.06K -$3.34K -54 -74%
47 48
49
50 51