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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1026
SeaCrest Wealth Management
New York
$324K +$2.69K +25 +0.9%
BWM
1027
Baystate Wealth Management
Massachusetts
$323K -$21.6K -200 -7%
GLA
1028
Great Lakes Advisors
Illinois
$320K -$30.9K -287 -9%
IIM
1029
Ipswich Investment Management
Massachusetts
$320K
PP
1030
Palladium Partners
Virginia
$319K
MA
1031
MONECO Advisors
Connecticut
$319K +$5.93K +55 +2%
CFS
1032
CRA Financial Services
New Jersey
$318K
PSP
1033
Principal Street Partners
Tennessee
$317K +$323 +3 +0.1%
CWM
1034
Circle Wealth Management
New Jersey
$317K +$300K +2,785 New
KA
1035
Kovack Advisors
Florida
$315K -$30K -278 -9%
PCA
1036
Personal Capital Advisors
California
$314K -$3.66K -34 -1%
WTC
1037
WhitTier Trust Company
Nevada
$313K
KPW
1038
Kore Private Wealth
New York
$312K +$295K +2,741 New
AWA
1039
Arete Wealth Advisors
Illinois
$311K +$296K +2,743 New
H
1040
HoyleCohen
California
$310K
ACP
1041
Arcus Capital Partners
Georgia
$308K +$292K +2,708 New
CCM
1042
Carlson Capital Management
Minnesota
$306K -$9.81K -91 -3%
OPS
1043
Orion Portfolio Solutions
Nebraska
$301K +$60.8K +564 +27%
AAS
1044
Avantax Advisory Services
Texas
$300K -$276K -2,562 -49%
Financial Engines Advisors
1045
Financial Engines Advisors
California
$297K -$9.7K -90 -3%
VIM
1046
Vista Investment Management
Pennsylvania
$297K +$41.7K +387 +17%
MHC
1047
Meyer Handelman Company
New York
$296K
SFA
1048
Semmax Financial Advisors
North Carolina
$295K +$279K +2,588 New
W
1049
WealthStone
Ohio
$294K +$12.1K +112 +5%
CCM
1050
Chickasaw Capital Management
Tennessee
$293K