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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1551
Capital Advisors Ltd
Ohio
$53K +$1.51K +10 +3%
WIM
1552
Westside Investment Management
California
$52.3K – – –
OC
1553
Oakworth Capital
Alabama
$52K +$52.8K +349 New
WPA
1554
West Paces Advisors
Georgia
$49.8K – – –
FFO
1555
Fortitude Family Office
Arizona
$49K +$18.3K +121 +58%
IWP
1556
IAG Wealth Partners
Wisconsin
$48.9K +$3.48K +23 +8%
DCM
1557
Davis Capital Management
Florida
$48.6K – – –
RA
1558
Rise Advisors
New York
$46.9K – – –
PMFA
1559
Plante Moran Financial Advisors
Michigan
$44.7K – – –
TWP
1560
Triad Wealth Partners
Kansas
$44.1K +$44.8K +296 New
BIA
1561
Bell Investment Advisors
California
$43.8K – – –
VWM
1562
Valley Wealth Managers
New Jersey
$42.5K – – –
ORAM
1563
One River Asset Management
Connecticut
$40.8K +$41.5K +274 New
ME
1564
McIlrath & Eck
Washington
$40.5K – – –
GKIM
1565
GW&K Investment Management
Massachusetts
$40K +$9.23K +61 +29%
NFSG
1566
Newbridge Financial Services Group
Florida
$38.8K +$19.2K +127 +95%
MMG
1567
Monetary Management Group
Missouri
$37.3K – – –
CH
1568
Canton Hathaway
Rhode Island
$36K – – –
WTA
1569
Washington Trust Advisors
Massachusetts
$35.8K -$204K -1,350 -85%
PB
1570
Pinnacle Bancorp
Nebraska
$35.3K -$150K -989 -81%
HCM
1571
Hollencrest Capital Management
California
$34.6K – – –
RWA
1572
Redmont Wealth Advisors
Illinois
$34.4K – – –
CJ
1573
Caitlin John
Michigan
$33.7K -$2.57K -17 -7%
PWMG
1574
Private Wealth Management Group
New Jersey
$33.2K – – –
IFAM
1575
Institutional & Family Asset Management
Colorado
$32.9K +$6.81K +45 +26%
61 62
63
64 65