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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1401
Cascade Financial Partners
California
$393K -$39K -178 -9%
SEIA
1402
Signature Estate & Investment Advisors
California
$392K +$46.9K +214 +14%
AC
1403
AlphaCore Capital
California
$392K +$78.8K +360 +25%
QFPS
1404
Quantum Financial Planning Services
Washington
$390K +$35.2K +161 +10%
OPA
1405
Old Port Advisors
Maine
$389K -$16.4K -75 -4%
GWANC
1406
Guardian Wealth Advisors (North Carolina)
North Carolina
$388K -$273K -1,249 -42%
OFG
1407
Oxford Financial Group
Indiana
$388K +$10.9K +50 +3%
PCM
1408
Permanent Capital Management
Illinois
$387K -$90.9K -415 -19%
TCOT
1409
Trust Company of Toledo
Ohio
$387K -$32.8K -150 -8%
SWM
1410
SeaCrest Wealth Management
New York
$385K -$8.1K -37 -2%
TFA
1411
Tranquilli Financial Advisor
New Jersey
$385K +$16.2K +74 +4%
GA
1412
Goldstein Advisors
Wisconsin
$385K +$4.38K +20 +1%
BFPW
1413
BOK Financial Private Wealth
Colorado
$384K -$2.41K -11 -0.6%
GPW
1414
Genesis Private Wealth
Virginia
$384K +$381K +1,741 New
PIWA
1415
Prevail Innovative Wealth Advisors
Kansas
$384K – – –
KFSC
1416
Keystone Financial Services (Colorado)
Colorado
$384K -$39.4K -180 -9%
KFS
1417
Kaizen Financial Strategies
California
$383K -$52.8K -241 -12%
PWG
1418
Portside Wealth Group
Utah
$383K +$27.1K +124 +8%
HHRDM
1419
H&H Retirement Design & Management
Nevada
$383K -$438 -2 -0.1%
OHWP
1420
Oak Harbor Wealth Partners
North Carolina
$382K -$267K -1,218 -41%
WAP
1421
Wealthcare Advisory Partners
Pennsylvania
$382K -$4.6K -21 -1%
SNBOSCI
1422
Security National Bank of Sioux City Iowa
Iowa
$380K -$2.19K -10 -0.6%
IWA
1423
IVC Wealth Advisors
Pennsylvania
$380K +$876 +4 +0.2%
HTIM
1424
Harbour Trust & Investment Management
Indiana
$379K – – –
NHC
1425
Nicholas Hoffman & Company
Georgia
$376K – – –
55 56
57
58 59