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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
HI
1301
Hoey Investments
Pennsylvania
$11K +$9.17K +90 +321%
HGERS
1302
Householder Group Estate & Retirement Specialist
Arizona
$11K +$12.5K +123 New
ADL
1303
Asset Dedication LLC
California
$11K +$14.8K +145 New
OC
1304
Oakworth Capital
Alabama
$10K – – –
PP
1305
Paloma Partners
Connecticut
$9K -$204K -2,000 -95%
ACM
1306
Aquatic Capital Management
Illinois
$9K -$102K -1,000 -91%
TC
1307
Trust Company
Kansas
$9K – – –
NICM
1308
Neo Ivy Capital Management
New York
$8K -$76.8K -754 -90%
BSB
1309
Bangor Savings Bank
Maine
$8K – – –
RWM
1310
Raffa Wealth Management
District of Columbia
$7.3K +$1.53K +15 +24%
FF
1311
FourThought Financial
Florida
$7K +$7.54K +74 New
LS
1312
Leelyn Smith
Illinois
$6K -$10.2K -100 -60%
CFD
1313
Creative Financial Designs
Indiana
$6K – – –
DWP
1314
Destiny Wealth Partners
Florida
$6K – – –
WPA
1315
West Paces Advisors
Georgia
$5.05K – – –
FWM
1316
Focused Wealth Management
New York
$5K – – –
NIC
1317
Northwest Investment Counselors
Oregon
$5K – – –
TFGT
1318
TS Financial Group (TSFG)
Illinois
$5K – – –
MFT
1319
Moisand Fitzgerald Tamayo
Florida
$5K +$5.61K +55 New
BCMLT
1320
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K – – –
BWL
1321
Bogart Wealth LLC
Virginia
$4K – – –
SC
1322
Sierra Capital
Florida
$4K – – –
TIM
1323
Tortoise Investment Management
New York
$4K – – –
CYG
1324
Clean Yield Group
Vermont
$4K +$4.59K +45 New
GFPC
1325
Global Financial Private Client
Florida
$3.24K – – –