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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1401
Chemistry Wealth Management
New York
$241K
BAM
1402
Berkshire Asset Management
Pennsylvania
$240K +$218K +1,500 New
NL
1403
NWAM LLC
Washington
$239K +$220K +1,508 New
KIA
1404
KCM Investment Advisors
California
$239K -$7.72K -53 -3%
AL
1405
Aspiriant LLC
California
$238K +$217K +1,492 New
VI
1406
Versor Investments
New York
$238K -$1M -6,900 -82%
VA
1407
Valmark Advisers
Ohio
$237K +$216K +1,483 New
KSWWM
1408
Keyes Stange & Wooten Wealth Management
Florida
$236K +$215K +1,474 New
IAIM
1409
International Assets Investment Management
Florida
$235K +$216K +1,483 New
FMTC
1410
Farmers & Merchants Trust Company
California
$234K +$214K +1,467 New
BIA
1411
Bigelow Investment Advisors
Maine
$231K +$211K +1,447 New
GWANC
1412
Guardian Wealth Advisors (North Carolina)
North Carolina
$231K +$210K +1,444 New
SGI
1413
Summit Global Investments
Utah
$229K -$599K -4,110 -74%
RIA
1414
Realta Investment Advisors
Delaware
$227K +$207K +1,421 New
FFA
1415
First Foundation Advisors
California
$227K -$1.02K -7 -0.5%
MG
1416
Mather Group
Illinois
$226K -$6.84K -47 -3%
VT
1417
Vise Technologies
New York
$224K +$204K +1,402 New
CA
1418
Crewe Advisors
Utah
$224K +$204K +1,399 New
FFA
1419
Frazier Financial Advisors
Ohio
$223K +$2.77K +19 +1%
PF
1420
Phoenix Financial
Israel
$223K +$204K +1,400 New
SBIA
1421
Sheaff Brock Investment Advisors
Indiana
$221K +$201K +1,383 New
CLOS
1422
Compagnie Lombard Odier SCmA
Switzerland
$221K +$55.3K +380 +38%
RFM
1423
Royal Fund Management
Florida
$221K +$201K +1,380 New
EA
1424
Ergawealth Advisors
Illinois
$220K +$201K +1,378 New
FTIS
1425
First Trust Investment Solutions
Florida
$220K -$23.9K -164 -11%