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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
1301
Optiver Holding
Netherlands
$14K +$13.8K +133 New
TFS
1302
TrustCore Financial Services
Tennessee
$13K -$2.58K -25 -17%
MW
1303
Milestone Wealth
New York
$13K +$12.8K +124 New
AWM
1304
Accel Wealth Management
Iowa
$12K – – –
CFN
1305
Cordasco Financial Network
Florida
$12K – – –
IFAM
1306
Institutional & Family Asset Management
Colorado
$11K -$100K -967 -90%
BFC
1307
Bedel Financial Consulting
Indiana
$11K – – –
VCM
1308
Vigilant Capital Management
Maine
$10K -$1.86K -18 -16%
COCM
1309
Charter Oak Capital Management
New Hampshire
$10K – – –
TC
1310
Trust Company
Kansas
$10K – – –
CFD
1311
Creative Financial Designs
Indiana
$10K +$620 +6 +7%
JRFS
1312
James Reed Financial Services
Ohio
$10K +$10.4K +101 New
GLLW
1313
Graves Light Lenhart Wealth
Virginia
$9K – – –
TVWM
1314
Tower View Wealth Management
Wisconsin
$9K – – –
PCG
1315
Private Capital Group
Connecticut
$8K -$207 -2 -2%
CCMIC
1316
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$8K – – –
WWM
1317
Wolff Wiese Magana
California
$8K – – –
BBPWM
1318
Blue Bell Private Wealth Management
Pennsylvania
$8K +$7.75K +75 New
RWM
1319
Raffa Wealth Management
District of Columbia
$6.54K – – –
PP
1320
PrairieView Partners
Minnesota
$6K – – –
SWA
1321
SOA Wealth Advisors
New York
$6K – – –
TFGT
1322
TS Financial Group (TSFG)
Illinois
$6K – – –
ADL
1323
Asset Dedication LLC
California
$6K +$620 +6 +11%
NIC
1324
Northwest Investment Counselors
Oregon
$6K +$5.89K +57 New
M1FG
1325
Mach-1 Financial Group
Arkansas
$6K +$6K +58 New