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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1426
Confluence Wealth Services
Pennsylvania
– -$90K -871 Closed
AWA
1427
Aquire Wealth Advisors
Utah
– -$82K -790 Closed
FPWM
1428
FSB Premier Wealth Management
Iowa
– -$79K -762 Closed
CC
1429
Corsicana & Co
Texas
– -$78K -755 Closed
AIM
1430
AHL Investment Management
Florida
– -$71K -681 Closed
EBA
1431
Eagle Bay Advisors
New York
– -$64K -613 Closed
RIA
1432
Richwood Investment Advisors
Ohio
– -$55K -530 Closed
TCWM
1433
Total Clarity Wealth Management
Illinois
– -$47K -457 Closed
EPM
1434
Equitec Proprietary Markets
Illinois
– -$36K -350 Closed
NIM
1435
NuWave Investment Management
New Jersey
– -$36K -349 Closed
SFM
1436
Signet Financial Management
New Jersey
– -$35K -334 Closed
TCOV
1437
Trust Company of Vermont
Vermont
– -$31K -298 Closed
CH
1438
Canton Hathaway
Rhode Island
– -$25K -240 Closed
GWMIA
1439
Global Wealth Management Investment Advisory
Florida
– -$18K -170 Closed
FGAM
1440
Financial Gravity Asset Management
Texas
– -$10 -104 Closed
JRFS
1441
James Reed Financial Services
Ohio
– -$10K -101 Closed
VCM
1442
Vigilant Capital Management
Maine
– -$10K -94 Closed
TVWM
1443
Tower View Wealth Management
Wisconsin
– -$9K -84 Closed
PP
1444
PrairieView Partners
Minnesota
– -$6K -54 Closed
BDWM
1445
Brewin Dolphin Wealth Management
Ireland
– -$5K -48 Closed
AWA
1446
Amplius Wealth Advisors
Pennsylvania
– -$4K -43 Closed
LWA
1447
Lenox Wealth Advisors
New York
– -$2K -22 Closed
ONST
1448
Old North State Trust
North Carolina
– -$2K -19 Closed
CWM
1449
Curi Wealth Management
North Carolina
– -$1.62K -16 -89%
TSWM
1450
Tyler-Stone Wealth Management
Ohio
– -$2K -16 Closed
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