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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1251
PDS Planning
Ohio
$387K -$36.5K -255 -8%
PI
1252
PFG Investments
New York
$386K -$6.45K -45 -1%
LRWA
1253
Long Run Wealth Advisors
New York
$385K -$47.3K -330 -10%
AA
1254
Alta Advisers
United Kingdom
$383K
MLL
1255
Moody Lynn & Lieberson
Massachusetts
$381K -$210K -1,466 -33%
TWM
1256
Trueblood Wealth Management
Ohio
$378K
NGA
1257
Naples Global Advisors
Florida
$378K -$41.3K -288 -9%
BOS
1258
Bank of Stockton
California
$375K -$5.73K -40 -1%
FNFDCM
1259
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$375K -$430 -3 -0.1%
TCWA
1260
Turtle Creek Wealth Advisors
Texas
$375K +$416K +2,905 New
CFS
1261
CRA Financial Services
New Jersey
$373K +$5.3K +37 +1%
FIA
1262
Foundations Investment Advisors
Arizona
$373K -$18.6K -130 -4%
GI
1263
GLOBALT Investments
Georgia
$370K -$819K -5,714 -67%
FWA
1264
Flagship Wealth Advisors
Massachusetts
$368K
LFG
1265
Larson Financial Group
Missouri
$368K +$156K +1,089 +62%
RAG
1266
RIA Advisory Group
Iowa
$366K -$235K -1,637 -37%
TCM
1267
Tributary Capital Management
Nebraska
$366K -$5.73K -40 -1%
Fisher Asset Management
1268
Fisher Asset Management
Washington
$366K +$107K +749 +36%
QWP
1269
Quotient Wealth Partners
Texas
$363K -$50.6K -353 -11%
MW
1270
Maia Wealth
Colorado
$362K -$171K -1,193 -17%
First Manhattan
1271
First Manhattan
New York
$362K -$50.2K -350 -11%
BFA
1272
Beacon Financial Advisory
Ohio
$362K +$8.03K +56 +2%
WTC
1273
WhitTier Trust Company
Nevada
$361K +$11.6K +81 +3%
IAIM
1274
International Assets Investment Management
Florida
$360K
FB
1275
Finward Bancorp
Indiana
$356K