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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
NMG
1876
New Millennium Group
Utah
$4.31K – – –
GFPC
1877
Global Financial Private Client
Florida
$3.7K +$1.63K +8 +80%
BHWM
1878
Bay Harbor Wealth Management
Maryland
$3.49K – – –
GEA
1879
Glen Eagle Advisors
New Jersey
$3.29K – – –
WCM
1880
WealthTrak Capital Management
Virginia
$3.08K +$3.06K +15 New
PWA
1881
Principia Wealth Advisory
Texas
$3.08K +$3.06K +15 New
WW
1882
Winnow Wealth
Texas
$2.69K +$2.86K +14 New
JFG
1883
JDM Financial Group
Texas
$2.67K – – –
PIS
1884
POM Investment Strategies
North Carolina
$2.67K – – –
PS
1885
PayPay Securities
Japan
$2.46K +$2.45K +12 New
NS
1886
NBC Securities
Alabama
$2.36K -$2.31M -11,336 -100%
CT
1887
Coastline Trust
Rhode Island
$2.05K -$15.1K -74 -88%
CSC
1888
Caldwell Sutter Capital
California
$2.05K – – –
VWM
1889
Valley Wealth Managers
New Jersey
$2.05K – – –
1IA
1890
1620 Investment Advisors
Massachusetts
$1.68K – – –
JAM
1891
JCIC Asset Management
Ontario, Canada
$1.64K +$1.63K +8 New
VWM
1892
Vermillion Wealth Management
Minnesota
$1.64K +$1.63K +8 New
CAWM
1893
Capital A Wealth Management
Pennsylvania
$1.44K +$1.43K +7 New
PWM
1894
Parkworth Wealth Management
California
$1.44K +$1.43K +7 New
TWD
1895
True Wealth Design
Ohio
$1.41K +$1.43K +7 New
RPA
1896
Redwood Park Advisors
California
$1.23K +$1.23K +6 New
CAM
1897
Chesapeake Asset Management
New York
$1.03K – – –
WA
1898
WestEnd Advisors
North Carolina
$1.03K +$204 +1 +25%
PMAM
1899
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
AWM
1900
Activest Wealth Management
Florida
$822 +$817 +4 New
74 75
76
77 78