We are live on ! Find out more
FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
926
Boston Trust Walden
Massachusetts
$743K – – –
SFFS
927
Stonehage Fleming Financial Services
Jersey
$743K +$95.6K +812 +16%
PCM
928
Parsons Capital Management
Rhode Island
$741K -$118 -1 -0%
APM
929
Advanced Portfolio Management
New York
$741K +$691K +5,871 New
FIM
930
Freedom Investment Management
Connecticut
$740K +$27.3K +232 +4%
FFM
931
Forum Financial Management
Illinois
$737K +$81.5K +692 +13%
SC
932
Savant Capital
Illinois
$737K -$3.77K -32 -0.5%
TCA
933
Transcend Capital Advisors
New Jersey
$735K +$24.8K +211 +4%
IIA
934
Integral Investment Advisors
California
$733K -$2.47K -21 -0.4%
IAA
935
Independent Advisor Alliance
North Carolina
$728K +$20K +170 +3%
ACA
936
Atlas Capital Advisors
Wyoming
$727K – – –
BAM
937
Blueshift Asset Management
New Jersey
$724K +$676K +5,741 New
AG
938
Ascent Group
Virginia
$722K +$679K +5,769 New
SW
939
SkyOak Wealth
Michigan
$720K -$45.2K -384 -6%
CF
940
Copperwynd Financial
Arizona
$719K +$9.65K +82 +1%
KWM
941
Kingsview Wealth Management
Oregon
$716K -$69.3K -589 -9%
BC
942
Bowman & Company
Wisconsin
$716K +$15K +127 +2%
SFP
943
Shepherd Financial Partners
Massachusetts
$708K -$1.06K -9 -0.2%
RCAG
944
Rehmann Capital Advisory Group
Michigan
$708K -$36.8K -313 -5%
TA
945
Tectonic Advisors
Texas
$707K -$435K -3,695 -40%
VFA
946
Voya Financial Advisors
Connecticut
$703K -$7.06K -60 -1%
CWM
947
Chesapeake Wealth Management
Virginia
$691K -$1.77K -15 -0.3%
CG
948
CFO4Life Group
Texas
$691K +$4.47K +38 +0.7%
BOS
949
Bank of Stockton
California
$688K -$1.77K -15 -0.3%
FNBOMD
950
First National Bank of Mount Dora
Florida
$687K -$467K -3,963 -42%
36 37
38
39 40