Institutional Owners for FISV
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
B RILEY WEALTH ADVISORS INC COM 901 $2,303,711 17,342 0.00 0.00 3,673 26.87 12-31-2023
FAIRBANKS CAPITAL MANAGEMENT INC COM 902 $2,301,718 17,327 0.00 0.00 5,998 52.94 12-31-2023
SYSTM WEALTH SOLUTIONS LLC COMMON Liquidated $0 0 0.00 0.00 465 2.78 12-31-2023
CONSOLIDATED PLANNING CORP COM 904 $1,940,427 17,178 0.00 17,178 +Inf 09-30-2023
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