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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WQ
1301
Wealth Quarterback
New Jersey
$9K +$9.3K +80 New
CCMIC
1302
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$8K – – –
PCG
1303
Private Capital Group
Connecticut
$8K +$4.88K +42 +140%
RA
1304
Resolute Advisors
California
$7K -$14.8K -127 -67%
BC
1305
Burleson & Co
California
$7K – – –
PSIWM
1306
Paradigm Strategies in Wealth Management
Minnesota
$7K – – –
RWM
1307
Raffa Wealth Management
District of Columbia
$6.73K – – –
PP
1308
PrairieView Partners
Minnesota
$6K -$7.67K -66 -55%
M1FG
1309
Mach-1 Financial Group
Arkansas
$6K – – –
SWA
1310
SOA Wealth Advisors
New York
$6K – – –
TFGT
1311
TS Financial Group (TSFG)
Illinois
$6K – – –
ADL
1312
Asset Dedication LLC
California
$6K +$6.28K +54 New
WPA
1313
West Paces Advisors
Georgia
$5.77K -$4.18K -36 -40%
EWA
1314
Evolution Wealth Advisors
Florida
$5K – – –
TFM
1315
TFC Financial Management
Massachusetts
$5K – – –
TIM
1316
Tortoise Investment Management
New York
$5K – – –
MCM
1317
MV Capital Management
Maryland
$5K +$3.6K +31 +221%
CMBA
1318
C.M. Bidwell & Associates
Hawaii
$5K +$5.7K +49 New
RDWM
1319
Red Door Wealth Management
Tennessee
$5K +$6.39K +55 New
FFC
1320
First Financial Corp
Indiana
$4K – – –
CCM
1321
Covington Capital Management
California
$4K +$4.3K +37 New
BWL
1322
Bogart Wealth LLC
Virginia
$4K +$4.88K +42 New
GFPC
1323
Global Financial Private Client
Florida
$3.68K – – –
CWA
1324
Clearview Wealth Advisors
Oregon
$3K -$3.49K -30 -50%
JMF
1325
Johnson Midwest Financial
Iowa
$3K – – –