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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1276
IMA Advisory Services
Colorado
$12K
PMFA
1277
Plante Moran Financial Advisors
Michigan
$12K
VCM
1278
Vigilant Capital Management
Maine
$12K +$12.5K +112 New
AFS
1279
Annapolis Financial Services
Maryland
$12K +$12.8K +115 New
COCM
1280
Charter Oak Capital Management
New Hampshire
$11K
LWM
1281
Liberty Wealth Management
California
$11K
TC
1282
Trust Company
Kansas
$11K
WWM
1283
Wolff Wiese Magana
California
$9K -$1.9K -17 -18%
GLLW
1284
Graves Light Lenhart Wealth
Virginia
$9K
TVWM
1285
Tower View Wealth Management
Wisconsin
$9K
WQ
1286
Wealth Quarterback
New Jersey
$9K
PCG
1287
Private Capital Group
Connecticut
$9K +$1.01K +9 +13%
CFD
1288
Creative Financial Designs
Indiana
$9K +$7.6K +68 +358%
CCMIC
1289
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$8K
SSC
1290
Syverson Strege & Co
Iowa
$8K +$8.04K +72 New
RS
1291
Robeco Schweiz
Switzerland
$7.52K +$1.1M +9,820 +17%
BC
1292
Burleson & Co
California
$7K
RA
1293
Resolute Advisors
California
$7K
RWM
1294
Raffa Wealth Management
District of Columbia
$6.84K
SWA
1295
SOA Wealth Advisors
New York
$6K -$223 -2 -3%
ADL
1296
Asset Dedication LLC
California
$6K
PP
1297
PrairieView Partners
Minnesota
$6K
TFM
1298
TFC Financial Management
Massachusetts
$6K
TFGT
1299
TS Financial Group (TSFG)
Illinois
$6K
LAS
1300
Lloyd Advisory Services
Georgia
$6K +$6.14K +55 New