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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
1276
Consolidated Planning Corp
Georgia
$13K +$13.6K +122 New
BFC
1277
Bedel Financial Consulting
Indiana
$12K – – –
IAS
1278
IMA Advisory Services
Colorado
$12K – – –
PMFA
1279
Plante Moran Financial Advisors
Michigan
$12K – – –
VCM
1280
Vigilant Capital Management
Maine
$12K +$12.5K +112 New
AFS
1281
Annapolis Financial Services
Maryland
$12K +$12.8K +115 New
COCM
1282
Charter Oak Capital Management
New Hampshire
$11K – – –
LWM
1283
Liberty Wealth Management
California
$11K – – –
TC
1284
Trust Company
Kansas
$11K – – –
WWM
1285
Wolff Wiese Magana
California
$9K -$1.9K -17 -18%
GLLW
1286
Graves Light Lenhart Wealth
Virginia
$9K – – –
TVWM
1287
Tower View Wealth Management
Wisconsin
$9K – – –
WQ
1288
Wealth Quarterback
New Jersey
$9K – – –
PCG
1289
Private Capital Group
Connecticut
$9K +$1.01K +9 +13%
CFD
1290
Creative Financial Designs
Indiana
$9K +$7.6K +68 +358%
CCMIC
1291
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$8K – – –
SSC
1292
Syverson Strege & Co
Iowa
$8K +$8.04K +72 New
BC
1293
Burleson & Co
California
$7K – – –
RA
1294
Resolute Advisors
California
$7K – – –
RWM
1295
Raffa Wealth Management
District of Columbia
$6.84K – – –
SWA
1296
SOA Wealth Advisors
New York
$6K -$223 -2 -3%
ADL
1297
Asset Dedication LLC
California
$6K – – –
PP
1298
PrairieView Partners
Minnesota
$6K – – –
TFM
1299
TFC Financial Management
Massachusetts
$6K – – –
TFGT
1300
TS Financial Group (TSFG)
Illinois
$6K – – –