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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
1676
Red Tortoise LLC
Georgia
$12K – – –
RFG
1677
REAP Financial Group
Texas
$11.6K – – –
RWM
1678
Raffa Wealth Management
District of Columbia
$11.3K – – –
AW
1679
Avion Wealth
Texas
$11K +$1.49K +9 +16%
HGERS
1680
Householder Group Estate & Retirement Specialist
Arizona
$10K +$4.62K +28 +90%
CTWM
1681
Cherry Tree Wealth Management
Minnesota
$9.88K – – –
RFS
1682
Richardson Financial Services
Massachusetts
$9.39K – – –
YAL
1683
Your Advocates Ltd
Texas
$8.98K – – –
SL
1684
Salomon & Ludwin
Virginia
$8.8K – – –
RWM
1685
Reston Wealth Management
Virginia
$8.44K +$7.75K +47 New
VWA
1686
Valued Wealth Advisors
Utah
$7.91K +$1.65K +10 +29%
SS
1687
Sunbelt Securities
Texas
$7.91K +$2.47K +15 +52%
PWA
1688
Provenance Wealth Advisors
Florida
$7.54K +$6.93K +42 New
SHIM
1689
Stone House Investment Management
Pennsylvania
$7.19K – – –
BWL
1690
Bogart Wealth LLC
Virginia
$6.83K -$660 -4 -10%
DPW
1691
DiNuzzo Private Wealth
Pennsylvania
$6.83K – – –
HGA
1692
Hobbs Group Advisors
South Carolina
$6.83K – – –
SIC
1693
SJS Investment Consulting
Ohio
$6.29K – – –
MFS
1694
Mattson Financial Services
Michigan
$5.96K – – –
HI
1695
Hoey Investments
Pennsylvania
$5.51K – – –
CA
1696
Claris Advisors
Missouri
$5.39K +$4.95K +30 New
CPG
1697
Cornerstone Planning Group
New Jersey
$5.22K +$825 +5 +24%
TCA
1698
Trifecta Capital Advisors
Illinois
$5.03K – – –
TCM
1699
TD Capital Management
Tennessee
$4.67K – – –
BIM
1700
Breakwater Investment Management
Washington
$4.49K -$9.07K -55 -69%
66 67
68
69 70