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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AS
1476
Altshuler Shaham
Israel
– -$35K -323 Closed
DCM
1477
Disciplina Capital Management
Tennessee
– -$31.6K -291 Closed
WLPWM
1478
Walled Lake Planning & Wealth Management
Illinois
– -$26K -238 Closed
CPC
1479
Consolidated Planning Corp
Georgia
– -$13K -122 Closed
TF
1480
Tompkins Financial
New York
– -$13K -121 Closed
AFS
1481
Annapolis Financial Services
Maryland
– -$12K -115 Closed
LWM
1482
Liberty Wealth Management
California
– -$11K -100 Closed
SSC
1483
Syverson Strege & Co
Iowa
– -$8K -72 Closed
BC
1484
Burleson & Co
California
– -$7K -68 Closed
RTL
1485
Red Tortoise LLC
Georgia
– -$6K -67 Closed
RA
1486
Resolute Advisors
California
– -$7K -63 Closed
LAS
1487
Lloyd Advisory Services
Georgia
– -$6K -55 Closed
CMBA
1488
C.M. Bidwell & Associates
Hawaii
– -$5K -49 Closed
EWA
1489
Evolution Wealth Advisors
Florida
– -$5K -46 Closed
CYG
1490
Clean Yield Group
Vermont
– -$3K -31 Closed
JMF
1491
Johnson Midwest Financial
Iowa
– -$3K -26 Closed
MA
1492
MCF Advisors
Kentucky
– -$2K -22 Closed
CAM
1493
ClariVest Asset Management
California
– -$1K -10 Closed
CSWM
1494
Cassady Schiller Wealth Management
Ohio
– +$310 +3 New
CB
1495
CNB Bank
Pennsylvania
– +$310 +3 New