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Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
951
Institute for Wealth Management
Colorado
$850K -$20.1K -164 -3%
FI
952
Financial Insights
Washington
$843K +$131K +1,070 +20%
CAC
953
Certified Advisory Corp
Florida
$842K – – –
LA
954
Legacy Advisors
Pennsylvania
$841K +$29.1K +237 +4%
ACA
955
Atlas Capital Advisors
Wyoming
$838K +$67K +546 +9%
UWS
956
Unique Wealth Strategies
Illinois
$832K +$769K +6,264 New
TAM
957
Townsend Asset Management
North Carolina
$830K -$49.1K -400 -6%
EH
958
Equitable Holdings
New York
$827K -$200K -1,630 -21%
AssetMark Inc
959
AssetMark Inc
California
$826K +$112K +912 +17%
EAM
960
Eukles Asset Management
Ohio
$820K +$982 +8 +0.1%
AIM
961
Aigen Investment Management
New York
$819K -$203K -1,651 -21%
NP
962
NorthRock Partners
Minnesota
$818K +$210K +1,715 +39%
QCG
963
Quadrant Capital Group
Ohio
$814K +$59.4K +484 +9%
CW
964
CreativeOne Wealth
Kansas
$809K +$138K +1,123 +23%
BTW
965
Boston Trust Walden
Massachusetts
$799K +$15.3K +125 +2%
KIG
966
Kowal Investment Group
Wisconsin
$797K -$11.2K -91 -1%
PSC
967
Prentiss Smith & Co
Vermont
$795K -$65.9K -537 -8%
TA
968
Tectonic Advisors
Texas
$791K +$51.3K +418 +8%
WI
969
Wintrust Investments
Illinois
$789K -$5.28K -43 -0.7%
IAN
970
Integrated Advisors Network
Texas
$788K -$9.45K -77 -1%
LC
971
Lindbrook Capital
California
$784K +$69.6K +567 +11%
VFA
972
Voya Financial Advisors
Connecticut
$776K -$491 -4 -0.1%
KWM
973
Kingsview Wealth Management
Oregon
$771K -$84.4K -688 -11%
BCAM
974
Boston Common Asset Management
Massachusetts
$771K -$90.1K -734 -11%
GI
975
GAMCO Investors
Connecticut
$770K -$12.3K -100 -2%