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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1276
Dakota Wealth Management
Florida
$290K +$268K +2,185 New
DWM
1277
Dechtman Wealth Management
Colorado
$290K
CFG
1278
Cooper Financial Group
California
$289K -$1.47K -12 -0.5%
IWM
1279
IHT Wealth Management
Illinois
$284K +$368 +3 +0.1%
CNBT
1280
Canandaigua National Bank & Trust
New York
$283K
KFS
1281
Kaizen Financial Strategies
California
$283K -$123 -1 -0%
SMA
1282
Sage Mountain Advisors
Georgia
$283K +$14.6K +119 +6%
CPIG
1283
Chicago Partners Investment Group
Illinois
$283K -$14.5K -118 -6%
LFA
1284
Legacy Financial Advisors
Kentucky
$282K +$14.8K +121 +6%
KMWM
1285
Keudell/Morrison Wealth Management
Oregon
$281K -$3.07K -25 -1%
BWM
1286
Baron Wealth Management
Michigan
$281K +$736 +6 +0.3%
JCM
1287
Jacobsen Capital Management
Utah
$281K -$10.7K -87 -4%
UCI
1288
Uncommon Cents Investing
Wisconsin
$279K
First Manhattan
1289
First Manhattan
New York
$279K +$736 +6 +0.3%
FWIA
1290
Fort Washington Investment Advisors
Ohio
$279K -$35.1K -286 -12%
EM
1291
Excalibur Management
Massachusetts
$278K +$30.7K +250 +14%
TWM
1292
Trueblood Wealth Management
Ohio
$278K +$256K +2,089 New
IBOK
1293
Independence Bank of Kentucky
Kentucky
$277K +$72.5K +591 +40%
WAM
1294
Watershed Asset Management
California
$275K -$24.2K -197 -9%
PWMG
1295
Prestige Wealth Management Group
New Jersey
$275K +$22.7K +185 +10%
PFS
1296
Physicians Financial Services
North Carolina
$274K -$18.4K -150 -7%
WPWM
1297
Western Pacific Wealth Management
Illinois
$274K +$11.7K +95 +5%
PCP
1298
Proficio Capital Partners
Massachusetts
$274K +$5.77K +47 +2%
AT
1299
Arden Trust
Delaware
$273K -$13.7K -112 -5%
FA
1300
Fermata Advisors
California
$272K +$33.4K +272 +15%