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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1701
Carolinas Wealth Consulting
North Carolina
$4.31K +$1.81K +11 +85%
RAM
1702
Riggs Asset Management
Pennsylvania
$4.13K -$825 -5 -18%
FWM
1703
FSA Wealth Management
Massachusetts
$4.13K +$3.79K +23 New
RI
1704
Ridgewood Investments
New Jersey
$4.04K -$9.07K -55 -71%
NMG
1705
New Millennium Group
Utah
$3.77K – – –
BHWM
1706
Bay Harbor Wealth Management
Maryland
$3.05K – – –
GEA
1707
Glen Eagle Advisors
New Jersey
$2.87K – – –
VAMG
1708
Voisard Asset Management Group
Michigan
$2.52K +$2.31K +14 New
PIS
1709
POM Investment Strategies
North Carolina
$2.33K – – –
HWP
1710
Highline Wealth Partners
California
$2.33K +$1.49K +9 +225%
JFG
1711
JDM Financial Group
Texas
$2.33K +$2.14K +13 New
NL
1712
NVWM LLC
Pennsylvania
$2.16K +$825 +5 +71%
VWM
1713
Valley Wealth Managers
New Jersey
$1.8K -$45.4K -275 -96%
CSC
1714
Caldwell Sutter Capital
California
$1.8K – – –
GFPC
1715
Global Financial Private Client
Florida
$1.8K – – –
1IA
1716
1620 Investment Advisors
Massachusetts
$1.47K +$1.32K +8 New
MHR
1717
Matthew Hamilton Rosenberg
$1.08K – – –
FCAS
1718
First Command Advisory Services
Texas
$1.08K +$990 +6 New
PMAM
1719
Picton Mahoney Asset Management
Ontario, Canada
$1K +$990 +6 New
CAM
1720
Chesapeake Asset Management
New York
$898 +$825 +5 New
WOC
1721
West Oak Capital
California
$719 – – –
WA
1722
WestEnd Advisors
North Carolina
$719 +$165 +1 +33%
PFG
1723
Peterson Financial Group
Iowa
$719 +$660 +4 New
FPFS
1724
First Personal Financial Services
North Carolina
$180 +$165 +1 New
VAM
1725
Veritas Asset Management
United Kingdom
– -$871M -5,846,562 Closed
67 68
69
70 71