We are live on ! Find out more
FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
776
Legacy Advisors
Pennsylvania
$582K +$21.5K +257 +3%
HIA
777
Harbor Investment Advisory
Maryland
$582K -$847K -10,119 -54%
PG
778
Patten Group
Tennessee
$581K +$724K +8,649 New
GRP
779
Global Retirement Partners
California
$575K -$312K -3,728 -30%
APG
780
Abacus Planning Group
South Carolina
$569K +$9.63K +115 +1%
AWM
781
AE Wealth Management
Kansas
$569K +$446K +5,322 +169%
OA
782
Operose Advisors
Wisconsin
$568K +$481K +5,747 +212%
DSC
783
Duncker Streett & Co
Missouri
$566K -$80.6K -963 -10%
TCOO
784
Trust Company of Oklahoma
Oklahoma
$564K -$966K -11,534 -58%
MC
785
Middleton & Co
Massachusetts
$563K -$3.73M -44,515 -84%
FRA
786
Frank Rimerman Advisors
California
$559K +$231K +2,755 +49%
WF
787
Wayfinding Financial
Washington
$559K -$21K -251 -3%
FIA
788
FNY Investment Advisers
New York
$557K +$694K +8,289 +59,207%
CWM
789
Circle Wealth Management
New Jersey
$557K +$138K +1,644 +25%
MMM
790
Mendel Money Management
Illinois
$556K -$441K -5,270 -39%
GI
791
GAMCO Investors
Connecticut
$556K -$460K -5,495 -40%
KWM
792
Kingsview Wealth Management
Oregon
$552K +$104K +1,248 +18%
OIA
793
OneDigital Investment Advisors
Kansas
$551K -$2.53M -30,260 -79%
AF
794
Allworth Financial
California
$548K +$42.3K +505 +7%
HAG
795
HighPoint Advisor Group
Illinois
$547K -$126K -1,502 -16%
SWP
796
Sagespring Wealth Partners
Tennessee
$546K -$411K -4,913 -38%
PK
797
Pflug Koory
Nebraska
$544K – – –
AWM
798
Apollon Wealth Management
South Carolina
$542K -$1.55M -18,498 -70%
HAI
799
Hennessy Advisors Inc
California
$537K +$670K +8,000 New
JIC
800
Johnson Investment Counsel
Ohio
$536K -$122K -1,462 -15%
30 31
32
33 34