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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
1751
Princeton Global Asset Management
New Jersey
$88.3K -$47.5K -217 -35%
KB
1752
Kimelman & Baird
New York
$88.3K – – –
WOC
1753
West Oak Capital
California
$88.3K – – –
GAG
1754
Goodman Advisory Group
Massachusetts
$87.2K +$86.5K +395 New
CW
1755
Curio Wealth
Maryland
$85.5K -$90.9K -415 -100%
MG
1756
MilWealth Group
Wisconsin
$85K – – –
CWM
1757
Centricity Wealth Management
Ohio
$84.8K – – –
DMBA
1758
Deseret Mutual Benefit Administrators
Utah
$84.1K – – –
WA
1759
WPG Advisers
Maryland
$83.7K -$8.54K -39 -9%
PSB
1760
Piscataqua Savings Bank
New Hampshire
$83.3K -$4.38K -20 -5%
SVWA
1761
Sarver Vrooman Wealth Advisors
Missouri
$82.6K +$81.9K +374 New
PP
1762
PrairieView Partners
Minnesota
$82K – – –
HC
1763
Hoese & Co
Minnesota
$81.3K -$7.66K -35 -9%
RA
1764
Rise Advisors
New York
$79.5K +$9.41K +43 +14%
HIIFS
1765
Harel Insurance Investments & Financial Services
Israel
$79K +$78.2K +357 New
FFO
1766
Fortitude Family Office
Arizona
$75.3K – – –
GKIM
1767
GW&K Investment Management
Massachusetts
$74K +$4.6K +21 +7%
WPA
1768
West Paces Advisors
Georgia
$73.8K – – –
IWP
1769
IAG Wealth Partners
Wisconsin
$73.1K – – –
WIM
1770
Westside Investment Management
California
$73.1K – – –
DCM
1771
Davis Capital Management
Florida
$72.9K – – –
EB
1772
Eastern Bank
Massachusetts
$72.2K +$10.9K +50 +18%
HNW
1773
High Note Wealth
Minnesota
$71.5K +$23.2K +106 +49%
FNWA
1774
Financial Network Wealth Advisors
Utah
$70K +$5.69K +26 +9%
CWP
1775
Concord Wealth Partners
Virginia
$68.7K -$219K -1,000 -76%