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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
EA
1426
Ergawealth Advisors
Illinois
$220K +$201K +1,378 New
FTIS
1427
First Trust Investment Solutions
Florida
$220K -$23.9K -164 -11%
DFA
1428
DHJJ Financial Advisors
Illinois
$220K -$728 -5 -0.4%
IEFM
1429
IQ EQ Fund Management
Ireland
$219K +$199K +1,369 New
FCA
1430
FinTrust Capital Advisors
South Carolina
$218K -$4.95K -34 -2%
CCM
1431
Chickasaw Capital Management
Tennessee
$218K +$199K +1,364 New
CASC
1432
Coppell Advisory Solutions Corp
Texas
$218K +$199K +1,363 New
VCM
1433
Virtue Capital Management
Tennessee
$218K +$208K +1,428 New
SWA
1434
SFMG Wealth Advisors
Texas
$217K +$198K +1,360 New
SWM
1435
SeaCrest Wealth Management
New York
$217K -$30.4K -209 -13%
WIA
1436
Wetzel Investment Advisors
Indiana
$216K -$3.2K -22 -1%
JWA
1437
JFS Wealth Advisors
Pennsylvania
$216K -$1.46K -10 -0.7%
IF
1438
Intrua Financial
Texas
$216K +$197K +1,351 New
AUB
1439
Atlantic Union Bankshares
Virginia
$216K +$197K +1,350 New
CSB
1440
City State Bank
Iowa
$215K -$21.8K -150 -10%
SOS
1441
Silver Oak Securities
Tennessee
$215K -$338K -2,321 -63%
CAM
1442
Cidel Asset Management
Ontario, Canada
$214K +$195K +1,342 New
SWM
1443
Seed Wealth Management
Illinois
$214K +$197K +1,350 New
1WM
1444
1858 Wealth Management
Ohio
$213K – – –
FG
1445
Fiduciary Group
Georgia
$212K +$193K +1,328 New
OCM
1446
Osterweis Capital Management
California
$211K -$15.3K -105 -7%
GFP
1447
Gryphon Financial Partners
Ohio
$210K +$191K +1,314 New
WA1
1448
Wimmer Associates 1
California
$209K +$191K +1,310 New
CC
1449
Courier Capital
New York
$209K +$190K +1,308 New
P
1450
&Partners
Tennessee
$209K -$185K -1,268 -49%