We are live on ! Find out more
FISV icon

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
976
Nicolet Advisory Services
Wisconsin
$871K +$7.43K +51 +0.9%
PFGIA
977
Patriot Financial Group Insurance Agency
Massachusetts
$871K +$58.7K +403 +8%
LCM
978
LVM Capital Management
Michigan
$867K – – –
LFAS
979
Level Four Advisory Services
Texas
$865K – – –
CF
980
Copperwynd Financial
Arizona
$863K -$18.8K -129 -2%
MWM
981
Modera Wealth Management
New Jersey
$863K -$18.5K -127 -2%
GI
982
GAMCO Investors
Connecticut
$863K -$58.3K -400 -7%
CCA
983
Catalyst Capital Advisors
New York
$860K +$784K +5,380 New
SC
984
Syon Capital
California
$859K +$16.3K +112 +2%
SW
985
SlateStone Wealth
Florida
$855K +$779K +5,351 New
FAT
986
First American Trust
California
$848K +$11.2K +77 +1%
DFG
987
Delta Financial Group
New Jersey
$846K – – –
SWM
988
Shelton Wealth Management
Texas
$836K +$140K +963 +23%
CP
989
Cumberland Partners
Ontario, Canada
$831K +$757K +5,200 New
MA
990
Mutual Advisors
Nebraska
$829K +$12.8K +88 +2%
ECM
991
Evergreen Capital Management
Washington
$829K +$6.7K +46 +0.9%
WT
992
Whittier Trust
California
$827K -$21.6K -148 -3%
FFM
993
Forum Financial Management
Illinois
$824K -$43.3K -297 -5%
FIM
994
Freedom Investment Management
Connecticut
$821K +$68.6K +471 +10%
CIA
995
Cape Investment Advisory
Georgia
$814K -$330K -2,266 -31%
JMFC
996
J.M. Forbes & Co
Massachusetts
$814K – – –
CG
997
CFO4Life Group
Texas
$811K -$51.3K -352 -6%
IP
998
Intellectus Partners
California
$791K -$3.79K -26 -0.5%
GAG
999
GM Advisory Group
New York
$790K – – –
PWP
1000
Principle Wealth Partners
Connecticut
$790K -$2.91K -20 -0.4%
38 39
40
41 42