We are live on ! Find out more
FISV icon

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1051
Ellevest Inc
New York
$101K +$49.1K +442 +71%
PM
1052
Precept Management
Texas
$95K -$2.11M -19,000 -95%
GRP
1053
Global Retirement Partners
California
$95K +$11.9K +107 +12%
EP
1054
Eudaimonia Partners
Tennessee
$94K +$110K +993 New
SQA
1055
Simon Quick Advisors
New Jersey
$90K -$5.78K -52 -5%
BCA
1056
Berman Capital Advisors
Georgia
$90K +$14.4K +130 +16%
OIA
1057
Optimum Investment Advisors
Illinois
$88K -$69.6K -627 -40%
CLOS
1058
Compagnie Lombard Odier SCmA
Switzerland
$85K +$100K +900 New
AF
1059
Allworth Financial
California
$79K – – –
WEC
1060
Winslow Evans & Crocker
Massachusetts
$76K -$425K -3,826 -83%
SMFS
1061
Squar Milner Financial Services
California
$76K -$5.55K -50 -6%
CAN
1062
Claraphi Advisory Network
United States
$75K +$87.3K +786 New
PFBT
1063
Parkside Financial Bank & Trust
Missouri
$74K +$28.3K +255 +49%
PCM
1064
Pinz Capital Management
New York
$68K +$13.3K +120 +20%
TF
1065
Tompkins Financial
New York
$67K – – –
LC
1066
Lindbrook Capital
California
$65K -$50.9K -458 -40%
FRA
1067
Front Row Advisors
California
$65K +$69.6K +627 New
DCM
1068
Davis Capital Management
Florida
$63K +$74.2K +668 New
BWM
1069
BerganKDV Wealth Management
Minnesota
$60K – – –
PO
1070
Private Ocean
California
$60K – – –
WAP
1071
Wealthcare Advisory Partners
Pennsylvania
$60K +$3.55K +32 +5%
QAM
1072
QCI Asset Management
New York
$59K – – –
PWMG
1073
Prestige Wealth Management Group
New Jersey
$58K +$60.6K +546 +895%
FPB
1074
First PREMIER Bank
South Dakota
$57K – – –
AWA
1075
Arkadios Wealth Advisors
Georgia
$56.5K -$4.22K -38 -6%
41 42
43
44 45